Investment adviser · CRD 142892

THE FINANCIAL PLANNING GROUP, INC

Investment adviser filing (IA)

PRIOR LAKE, MN, United States · Form ADV filed Nov 18, 2011

Regulatory AUM
$55M
Form ADV · Item 5.F
Client accounts
227
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Nov 18, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

15815 FRANKLIN TRAIL SOUTHEAST, SUITE 300
PRIOR LAKE, MN, 55372, United States

CRD 142892

Filing source

Form ADV 591535 · Nov 18, 2011 · 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.