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PROACTIVE PLANNING WEALTH ADVISORY
PROACTIVE PLANNING LLC
CRD 330272
7221 WEST 79TH STREET, SUITE 5, OVERLAND PARK, KS, 66204, United States
Phone
913-568-1441
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.8M
Discretionary AUM
$34.1M
Team
1 total employees; 1 advisory reps; 72 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $34.1M |
All web addresses on file
Official SEC filing: View on IAPD