# BLUE OTTER FINANCIAL PLANNING

BLUE OTTER FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340974
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340974

## About

BLUE OTTER FINANCIAL PLANNING is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Blue Otter Financial Planning?

No named investment decision-makers have been publicly identified for Blue Otter Financial Planning. The firm's leadership is not disclosed in accessible primary sources.

### What is the AUM of Blue Otter Financial Planning?

Blue Otter Financial Planning does not publicly disclose its AUM. No estimate is available from any primary source.

### Where is Blue Otter Financial Planning headquartered?

The firm's headquarters location is not confirmed in publicly available records.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blue-otter-financial-planning

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