← Tributary

STAIB FINANCIAL PLANNING, LLC

· CRD 125706 · IAPD ↗ · staibfinancialplanning.com · 303-887-9633

$118.0MRegulatory AUM
1Advisory reps
1Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — STAIB FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $118.0M 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.