LOTIC FINANCIAL PLANNING LLC

LOTIC FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 340561).

Registration

• CRD: 340561
• Type: Registered investment adviser
• Phone: (630) 332-5250
• Latest filing: 2026-07-24
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search