# Conklin Financial Planning

Conklin Financial Planning is a RIA based in Unknown, Unknown.

## Overview

- **Organization type:** RIA
- **Headquarters:** Unknown, Unknown
- **Address:** Unknown
- **Assets under management:** Undisclosed
- **Website:** https://conklinfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sheri-conklin-74586827

## Regulatory record

- **CRD number:** 148755
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148755

## About

Conklin Financial Planning is a fee-only financial planner and coach serving clients in the Denver area and virtually across the country. The firm specializes in retirement planning and coaching and does not manage assets, instead offering independent guidance on an hourly or project basis. It is based in Thornton, CO, registered in Colorado and California, and operates as a fiduciary practice.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Tax Strategy
- Estate Planning

## People

- Sheri Conklin — founder and Certified Financial Planner (CFP®)

## Questions

### Is Conklin Financial Planning a fiduciary?

As a registered investment advisor (RIA), Conklin Financial Planning is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means the firm must put client interests ahead of its own.

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- [8th Street Investments](https://altss.com/profile/8th-street-investments-llc)
- [LEADING EDGE WEALTH MANAGEMENT, LLC](https://altss.com/profile/leading-edge-wealth-management-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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