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Lawrence Owen Kamin

Lk Financial Planning LLC

Miami Beach, FL

New York, NY

CRD 6035867

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Employer firm

Lk Financial Planning LLC CRD 160539

$86.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Lk Financial Planning Llc

295 Madison Ave. 12Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-06-03
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-06-03

Branch Locations

1900 Purdy Ave. #2402 #2402, Miami Beach, FL 33139 • United States

295 Madison Ave. 12Th Floor, New York, NY 10017 • 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
Lk Financial Planning Llc New York NY 02/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-30
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC · MIAMI BEACH, FL
PENNANTPARK INVESTMENT ADVISERS, LLC · MIAMI BEACH, FL

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