PROACTIVE PLANNING WEALTH ADVISORY

PROACTIVE PLANNING WEALTH ADVISORY of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 330272). Regulatory assets under management: $35.8M.

Registration

• CRD: 330272
• Type: Registered investment adviser
• Location: 7221 WEST 79TH STREET, OVERLAND PARK, KS, 66204
• Phone: 913-568-1441
• Latest filing: 2026-02-18
• Regulatory AUM: $35.8M
• Discretionary AUM: $34.1M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 261

Business model

Compensation: % of AUM, Fixed.

Clients served: 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 330272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search