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MAINSTREET FINANCIAL PLANNING, INC.
CRD 123189
236 N SANTA CRUZ AVE, STE. 237, LOS GATOS, CA, 95030, United States
Phone
888-897-6743
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 4 advisory reps; 350 broker-dealer reps
Clients
251-500
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningEducational seminarsTAX PREPARATION SERVICES
All web addresses on file
- https://www.linkedin.com/company/mainstreet-financial-planning-inc-
- https://www.linkedin.com/in/anna-sergunina-cfp%C2%AE-5654a07/
- https://www.annasergunina.com
- https://www.instagram.com/mainstreet_money/
- https://www.facebook.com/MainstreetPlanningInc/
- https://www.pinterest.com/mainstreet_money/
- HTTP://WWW.MAINSTREETPLANNING.COM
Official SEC filing: View on IAPD