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STRATEGIC FINANCIAL PLANNING, INC.

CRD 121007

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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