Investment adviser · CRD 153132
PLEXUS FINANCIAL SERVICES, LLC
Investment adviser filing (IA)
DEER PARK, IL, United States · Form ADV filed Apr 21, 2025
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 79 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1981361 · Apr 21, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 21, 2025. View historical filings
Reported services
Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
21805 FIELD PARKWAY, SUITE 320DEER PARK, IL, 60010, United States
CRD 153132
Filing source
Form ADV 1981361 · Apr 21, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.