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F5 FINANCIAL PLANNING, L.L.C.

· CRD 170674 · IAPD ↗ · 309-370-5577

$168.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
January 2025 — F5 FINANCIAL PLANNING, L.L.C. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — F5 FINANCIAL PLANNING, L.L.C. notice-filed in SC.
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.