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Cobb Planning Group CRD 150880
$1.60M regulatory AUM 80 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1206 N. Broadway, Santa Ana, CA 92701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Cobb Planning Group | Santa Ana | CA | 06/1979 | Present |
CALIFORNIA INSURANCE LICENSED AGENT OFFERING LIFE INSURANCE AND ANNUITIES. HE SPENDS APPROXIMATELY 40% OF HIS DAY ON INSURANCE ACTIVITIES, 40% ON ADVISORY BUSINESS, AND ANOTHER 20% ON ESTATE PLANNING/CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-16 |
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