LANNING FINANCIAL INC.
CRD 150710
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $0 |
| High net worth individuals | 9 | $0 |
All web addresses on file
Official SEC filing: View on IAPD