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Financial Planning Resources,LLC CRD 122779
$2.00M regulatory AUM 11-25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
St.CHarles, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Resources, Llc | St. Charles | IL | 08/1999 | Present |
LANDLORD OF RESIDENTIAL DUPLEX, 10 HOURS/MONTH, SINCE 1986. HIGH SCHOOL SOCCER REFEREE, 120 HOURS PER YEAR IN SPRING & FALL, SINCE 1988.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
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