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Redwood Financial Planning, LLC CRD 291250
$389M regulatory AUM 198 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1812 Front Street, Scotch Plains, NJ 07076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-05 |
| PA | RA | APPROVED | 2019-10-29 |
| NJ | RA | APPROVED | 2018-04-20 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Advisory, Llc | Atlanta | GA | 03/2012 | 11/2017 |
| Ifs Securities, Inc. | Atlanta | GA | 03/2012 | 11/2017 |
| Redwood Financial Planning, Llc (Fka Pro Financial Group, Llc ) | Scotch Plains | NJ | 06/2010 | Present |
1) Redwood Financial Planning(fka Pro Financial Group, LLC) - President, Started 06/2010, Investment-Related Business; Investment Advisory Business/Consulting Services/Insurance; 2) Licensed Insurance Agent - Sale of life and health insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
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