Tech stack
No one at Financial Planning First, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Financial Planning First, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
P
Principal Securities, Inc.
Per Form ADV · $1M held · filed May 2023
A
Adp Broker-Dealer, Inc.
Per Form ADV · $1M held · filed May 2023
C
Cuna Brokerage Services, Inc.
Per Form ADV · $471K held · filed May 2023
N
Nationwide Securities, LLC
Per Form ADV · $193K held · filed May 2023
Financial Planning
Planning Light
Schedule Apps
Website Builders
