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Quinn Financial Planning
Quinn Financial Planning, LLC is a state-registered investment adviser in Orland Park, IL. The firm manages approximately $96 million in regulatory assets.
Overview
Quinn Financial Planning, LLC is a state-registered investment adviser in Orland Park, IL. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What types of services does Quinn Financial Planning offer?
Quinn Financial Planning provides financial planning and investment advisory services. This includes retirement planning, estate considerations, tax-aware asset allocation, and ongoing portfolio management. The firm operates under a fiduciary standard, meaning it must act in the client's best interest.
Is Quinn Financial Planning a fiduciary?
Yes. As a registered investment advisor (RIA) under the appropriate regulatory body, Quinn Financial Planning is legally obligated to uphold a fiduciary duty to its clients. This standard requires the firm to put client interests ahead of its own and to disclose any conflicts of interest.
How can a prospective client verify Quinn Financial Planning's registration?
Registration status can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database or state securities regulator, depending on the firm's registration type. The firm is registered in the United States and subject to periodic regulatory filings.
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