# PLANWISER FINANCIAL, LLC

PLANWISER FINANCIAL, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 331675
- Type: SEC-registered investment adviser
- SEC file number: 801-130873
- Location: 3710 SINTON ROAD, SUITE 100, COLORADO SPRINGS, CO, 80907
- Phone: 719-822-0808
- Latest filing: 2026-07-08
- Regulatory AUM: $169.1M
- Discretionary AUM: $157.8M
- Non-discretionary AUM: $11.4M
- Clients: 4
- Accounts: 887

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joel Robert Top | PRESIDENT & CCO | — |
| Top Joel Robert | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331675/similar
- Related entities: https://search.stillhousedata.com/firm/331675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331675

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.