Falists
← Back to search

SANDERS RETIREMENT PLANNING LLC

CRD 333590

Visit website

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

TypeClientsAUM
Individuals48$22.2M
High net worth individuals25$40.1M

All web addresses on file

Official SEC filing: View on IAPD