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OPTIMUM RETIREMENT PLANNING LLC
CRD 312732
100 S. SAUNDERS ROAD, SUITE 150, LAKE FOREST, IL, 60045, United States
Phone
847-497-5935
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$85.4M
Discretionary AUM
$85.4M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $4.4M |
| High net worth individuals | 32 | $81.0M |
All web addresses on file
- https://www.instagram.com/optimumretirementplanning/
- https://optimumretirementplanning.com/
- http://www.linkedin.com/in/lawrencepershing/
- http://www.facebook.com/Optimum-Retirement-Planning-LLC-106222061665274
- https://www.tiktok.com/@2minuteretirementplan
- https://www.instagram.com/2minuteretirementplanning/
- https://www.youtube.com/@2MinuteRetirementPlanning
- http://www.linkedin.com/company/optimum-retirement-planning-llc/
- https://www.youtube.com/channel/UCcTlkM5slSbeVsPTkxUQAHQ
Official SEC filing: View on IAPD