PLANPATH FINANCIAL

PLANPATH FINANCIAL of MARQUETTE, MI is an SEC-registered investment adviser (CRD 330175). Regulatory assets under management: $1.3M.

Registration

• CRD: 330175
• Type: Registered investment adviser
• Location: 708 CHIPPEWA SQUARE #9, MARQUETTE, MI, 49855
• Phone: (906) 261-0097
• Latest filing: 2026-03-25
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 12

Business model

Compensation: Hourly, 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 330175 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search