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SANDERS RETIREMENT PLANNING LLC
CRD 333590
2111 SOUTH 67TH STREET, STE 300, OMAHA, NE, 68106, United States
Phone
402-933-4101
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.3M
Discretionary AUM
$59.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO AND INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $22.2M |
| High net worth individuals | 25 | $40.1M |
All web addresses on file
Official SEC filing: View on IAPD