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CTS FINANCIAL PLANNING, INC.

CHICAGO, IL · CRD 110960 · IAPD ↗ · 312-337-1040

$313.9MRegulatory AUM
4Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
January 2025 — CTS FINANCIAL PLANNING, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.