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THOUGHTFUL FINANCIAL PLANNING, LLC
CRD 171525
314 CLIFTON AVENUE, SUITE 105, MINNEAPOLIS, MN, 55403, United States
Phone
612-460-7355
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.7M |
| High net worth individuals | 2 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD