Investment adviser · CRD 341025

ROI FINANCIAL PLANNING

Investment adviser filing (IA)

ROI FINANCIAL PLANNING, LLC

CLARKSVILLE, TN, United States · Form ADV filed Jun 29, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jun 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

1202 MADISON STREET
CLARKSVILLE, TN, 37040, United States

CRD 341025

Filing source

Form ADV 2116113 · Jun 29, 2026 · 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.