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Mainstreet Financial Planning, Inc. CRD 123189
350 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-01 |
| NY | RA | APPROVED | 2021-12-20 |
| CA | RA | APPROVED | 2018-06-21 |
| DC | RA | APPROVED | 2010-01-25 |
| MD | RA | APPROVED | 2010-01-04 |
| VA | RA | APPROVED | 2010-01-04 |
Branch Locations
236 N Santa Cruz Ave Ste. 237, Los Gatos, CA 95030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Financial Planning, Inc. | Burlingame | CA | 01/2014 | Present |
| Anna Sergunina Media Llc | Los Gatos | CA | 07/2020 | Present |
Anna Sergunina is the owner of Anna Sergunina Media LLC. This activity accounts for approximately 4 hours of her time per month. Clients of MSFP are not involved in, nor are they solicited to participate in this outside business activity. This activity is not investment related.
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