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ALO FINANCIAL PLANNING

MOUNT PROSPECT, IL · CRD 297002 · IAPD ↗ · alo.financial · (224) 250-9373

$120.9MRegulatory AUM
2Advisory reps
2Employees
9Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — ALO FINANCIAL PLANNING (MOUNT PROSPECT, IL) is newly SEC-registered with $120.9M RAUM and 2 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.