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ROI FINANCIAL PLANNING

ROI FINANCIAL PLANNING, LLC

CRD 341025 · SEC 801-136651

Visit website

1202 MADISON STREET, CLARKSVILLE, TN, 37040, United States

Phone

931-919-0947

Fax

931-919-2478

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

10 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

States served

IN, KY, TN

All web addresses on file

Official SEC filing: View on IAPD