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OLIVER FINANCIAL PLANNING LLC

CRD 135430

Visit website

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

TypeClientsAUM
Individuals5$0
High net worth individuals35$0
Investment companies2$0

All web addresses on file

Official SEC filing: View on IAPD