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Elizabeth Mcmanus Remick

Ithaka Financial Planning, LLC

Bethesda, MD

CRD 4556879

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Employer firm

Ithaka Financial Planning, LLC CRD 153244

$92.2M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ithaka Financial Planning, Llc

5425 Wisconsin Ave Suite 600, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-01-14
MD RA APPROVED 2026-01-14
VA RA APPROVED 2017-06-14
MA RA APPROVED 2017-05-17
TX RA APPROVED 2010-06-24
  • DC RA
    APPROVED
    Since 2026-01-14
  • MD RA
    APPROVED
    Since 2026-01-14
  • VA RA
    APPROVED
    Since 2017-06-14
  • MA RA
    APPROVED
    Since 2017-05-17
  • TX RA
    APPROVED
    Since 2010-06-24

Branch Locations

Bethesda, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ithaka Financial Planning, Llc Bethesda MD 04/2010 Present
Previous Registrations
  • 2007-10-25 → 2009-12-18
    Yeske Buie Inc.
    Vienna, VA
    Falls Church, VA
  • 2000-01-01 → 2008-11-21
    Financial Planning Group, Inc.
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17
Designations
  • Certified Financial Planner
Other Names
  • Elizabeth Ann Mcmanus

View on SEC IAPD

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