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STONE ISLAND FINANCIAL PLANNING

NAPERVILLE, IL · CRD 146765 · IAPD ↗ · stoneislandfp.com · 630-784-2200

$134.0MRegulatory AUM
3Advisory reps
4Employees
6Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2025 — STONE ISLAND FINANCIAL PLANNING notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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