COPLANNING FINANCIAL LLC

COPLANNING FINANCIAL LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 315970). Regulatory assets under management: $8.5M.

Registration

• CRD: 315970
• Type: Registered investment adviser
• Location: 7300 WEST 110TH STREET, OVERLAND PARK, KS, 66210
• Phone: (636) 888-0861
• Latest filing: 2026-03-25
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 68

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315970 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search