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Daryl Farley Varney

Lotic Financial Planning LLC

Naperville, IL

CRD 8241266

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Employer firm

Lotic Financial Planning LLC CRD 340561

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Lotic Financial Planning Llc

Naperville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-29
  • IL RA
    APPROVED
    Since 2026-06-29

Branch Locations

Naperville, IL • 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
Lotic Financial Planning Llc Naperville IL 02/2025 Present
Homemaking Naperville IL 07/2008 03/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-14
Other Names
  • Daryl Lynn Farley
  • Daryl Varney

View on SEC IAPD

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