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BROUSSARD FINANCIAL GROUP, LLC

KAPLAN, LA · CRD 123724 · IAPD ↗ · 337-643-8319

$138.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — BROUSSARD FINANCIAL GROUP, LLC (KAPLAN, LA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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