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COPLANNING FINANCIAL LLC
CRD 315970
7300 WEST 110TH STREET, COMMERCE PLAZA I, 7TH FLOOR, OVERLAND PARK, KS, 66210, United States
Phone
(636) 888-0861
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $2.7M |
| High net worth individuals | 10 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD