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STRATEGIC FINANCIAL PLANNING, INC.
CRD 121007
601 CARLSON PARKWAY SUITE 1050, MINNETONKA, MN, 55305, United States
Phone
952-475-6311
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD