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A TO Z FINANCIAL PLANNING LLC
CRD 146960
7071 S. 13TH STREET, SUITE 104, OAK CREEK, WI, 53154-1466, United States
Phone
414-856-9800
Fax
414-856-0100
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$49.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $32.9M |
| High net worth individuals | 12 | $16.6M |
| Other investment advisers | 2 | $321K |
All web addresses on file
Official SEC filing: View on IAPD