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Financial Planning First, LLC CRD 319273
$114M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-31 |
| CA | RA | APPROVED | 2022-10-11 |
| ID | RA | APPROVED | 2022-10-11 |
| AZ | RA | APPROVED | 2022-06-29 |
Branch Locations
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
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 |
|---|---|---|---|---|
| Imus Wilkinson Investment Management, Llc | Tucson | AZ | 06/2011 | 01/2023 |
| Financial Planning First, Llc | Tucson | AZ | 06/2022 | Present |
1) AGAVE PROPERTIES 2) NON INVESTMENT RELATED 3) 1006 HARRIS AVENUE BELLINGHAM, WA, 98225 4) PROPERTY MANAGEMENT COMPANY 5) OWNER 6) 06/2004 7) 4 HOURS/MONTH 8) 0 HOURS DURING SECURITIES TRADING HOURS 9)REVIEW BUDGETS, SIGN RENTAL DOCUMENTS, PAY TAXES, PAY FOR REPAIR AND MAINTENANCE. 1) IMUS WILKINSON 2) INVESTMENT RELATED 3) 3561 E. SUNRISE ROAD, SUITE 117 TUCSON, AZ 85718. 4) INVESTMENT MANAGEMENT 5) MANAGING PARTNER 6) 06/2011 7) 4 HOURS/MONTH 8) 0 HOURS DURING SECURITIES TRADING HOURS 9) ADMINISTRATIVE WORK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-02 |
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