# MB FINANCIAL PLANNING LLC

MB FINANCIAL PLANNING LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mbfinancialplanning.org

## Regulatory record

- **CRD number:** 289141
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289141

## About

MB FINANCIAL PLANNING LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs MB Financial Planning LLC?

No principal or team is named in public records or regulatory filings. The firm's ownership and leadership are not disclosed.

### What assets does MB Financial Planning LLC manage?

AUM is not publicly disclosed. The firm has not reported any pooled investment vehicles or direct holdings in public filings.

### Where is MB Financial Planning LLC based?

No headquarters location is listed in any public directory or regulatory filing.

## Related profiles

- [Pathfinder Financial Services](https://altss.com/profile/pathfinder-financial-services)
- [New Generation Wealth Management](https://altss.com/profile/new-generation-wealth-management-llc)

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

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