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M & I FINANCIAL PLANNING SERVICES
CRD 124400
Advisory firmPartnership
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$18.6M
Discretionary AUM
$18.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Partnership
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $18.6M |
Official SEC filing: View on IAPD