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Arnold Financial Planning LLC

● SEC registered since 2022CRD 283698SEC# 801-123293Hiawatha, IA
Export (members)
Reg. AUM
$128.3M
Employees
5
Accounts
539
Location
Hiawatha, IA

Arnold Financial Planning LLC assets under management

Arnold Financial Planning LLC operates as an SEC-registered investment adviser based in Hiawatha, IA. The firm has been registered since 2022. It reports $128.3 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/quinn-arnold-51b4aa2View on SEC.gov ↗

Arnold Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Marburg Hylland ControlOwnerUnder 5%2019
Quinn Robert Arnold ControlManaging Member/CcoOver 75%2016

Frequently asked questions

How much does Arnold Financial Planning LLC manage?

Arnold Financial Planning LLC reports $128.3 million in regulatory assets under management on its Form ADV.

How many employees does Arnold Financial Planning LLC have?

Arnold Financial Planning LLC reports 5 employees.

Where is Arnold Financial Planning LLC located?

Arnold Financial Planning LLC is based in Hiawatha, IA and has been SEC-registered since 2022.

Does Arnold Financial Planning LLC disclose fund performance?

Arnold Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1202 Dina Court, Suite B, Hiawatha, IA 52233
Phone319-393-4020
Fax888-688-8434
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.3M
Non-discretionary$0
Total (RAUM)$128.3M