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MAIN STREET RETIREMENT PLANNING, LLC

COPPELL, TX · CRD 313051 · IAPD ↗ · 972-393-0376

$716.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — MAIN STREET RETIREMENT PLANNING, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2025 — MAIN STREET RETIREMENT PLANNING, LLC notice-filed in AZ, MI.
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.