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PLANVISION, LLC

· CRD 166311 · IAPD ↗ · (612) 965-4286

$0Regulatory AUM
5Advisory reps
10Employees
7370Clients
More than 500Planning clients
0Private funds
48States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — PLANVISION, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2026 — PLANVISION, LLC notice-filed in AK, DE, ID, MT, RI, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — PLANVISION, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — PLANVISION, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
June 2024 — PLANVISION, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — PLANVISION, LLC 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.