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ROI FINANCIAL PLANNING

CLARKSVILLE, TN · CRD 341025 · IAPD ↗ · roi-fg.com · 931-919-0947

$0Regulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
July 2026 — ROI FINANCIAL PLANNING (CLARKSVILLE, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 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.