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FINANCIAL DESIGN GROUP, LLC
CRD 316103 · SEC 801-134407
12110 PORT GRACE BOULEVARD, SUITE 200, LAVISTA, NE, 68128, United States
Phone
402-509-2250
Fax
402-387-7778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.4M
Discretionary AUM
$113.4M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $60.4M |
| High net worth individuals | 28 | $51.6M |
| Pension/profit sharing plans | 7 | $1.3M |
States served
IA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD