← Tributary

FIDUCIARY FINANCIAL PLANNING NETWORK

ONALASKA, WI · CRD 313361 · IAPD ↗ · (608) 534-4444

$175.7MRegulatory AUM
5Advisory reps
5Employees
10Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — FIDUCIARY FINANCIAL PLANNING NETWORK added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — FIDUCIARY FINANCIAL PLANNING NETWORK (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 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.