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OLIVER FINANCIAL PLANNING LLC
CRD 135430
202 E. WASHINGTON STREET, SUITE 303, ANN ARBOR, MI, 48104, United States
Phone
734-926-0022
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 42 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $0 |
| High net worth individuals | 35 | $0 |
| Investment companies | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD