# Lanning Financial Inc.

Lanning Financial Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lanningfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/jessicalanning

## Regulatory record

- **CRD number:** 150710
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150710

## About

Lanning Financial helps professionals and self-made real estate investors in the San Francisco Bay area and the Greater Salt Lake City area plan for retirement, college educations, business ideas, caring for relatives, and sabbaticals. Jessica Lanning serves as a personal CFO and Certified Financial Planner, offering personalized financial strategy, investment recommendations, tax planning, and estate planning. The firm emphasizes practical, down-to-earth guidance rather than jargon-heavy advice.

## Sectors

- Professionals and self-made real estate investors

## People

- Jessica Lanning
- Jessica Lanning — Certified Financial Planner and former attorney

## Questions

### Who runs investment decisions at Lanning Financial Inc.?

No publicly named principals or investment decision-makers have been identified for Lanning Financial Inc. The firm's website and LinkedIn are not publicly accessible, and SEC filings do not disclose individual names or roles (per SEC public records).

### How does Lanning Financial source proprietary deal flow?

There is no publicly available information about Lanning Financial's sourcing model. The firm has not disclosed any proprietary networks, co-investment partnerships, or referral arrangements.

### What investment stages does Lanning Financial typically target?

No investment-stage preferences—public equity, private equity, venture capital, or alternatives—have been disclosed by Lanning Financial. The firm's investment approach is entirely opaque.

## Related profiles

- [MFC Portfolios](https://altss.com/profile/mfc-portfolios-inc)

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Last updated: 2026-08-11T15:07:12.582Z

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