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FINANCIAL DESIGN GROUP, LLC

LAVISTA, NE · CRD 316103 · IAPD ↗ · fdgomaha.com · 402-509-2250

$113.4MRegulatory AUM
2Advisory reps
3Employees
6Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — FINANCIAL DESIGN GROUP, LLC (LAVISTA, NE) is newly SEC-registered with $109.8M 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.