KIPI FINANCIAL PLANNING LLC

KIPI FINANCIAL PLANNING LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 333112). Regulatory assets under management: $5.5M.

Registration

• CRD: 333112
• Type: Registered investment adviser
• Location: 2029 RIVERSIDE DRIVE, COLUMBUS, OH, 43221
• Phone: 614-401-6444
• Latest filing: 2026-01-15
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM.

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 333112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search