SANDERS RETIREMENT PLANNING LLC

SANDERS RETIREMENT PLANNING LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 333590). Regulatory assets under management: $62.3M.

Registration

• CRD: 333590
• Type: Registered investment adviser
• Location: 2111 SOUTH 67TH STREET, OMAHA, NE, 68106
• Phone: 402-933-4101
• Latest filing: 2026-03-24
• Regulatory AUM: $62.3M
• Discretionary AUM: $59.5M
• Non-discretionary AUM: $2.8M
• Clients: 2
• Accounts: 281

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search