The Planning Group

CRD 298496 · Northfield, IL · $291.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298496
SEC number: 801-114032
Firm type: RIA
Assets under management: $291.5M as of Mar 24, 2026
Website: www.planning-group.com ↗
Phone: 847-441-9400
Address: 465 Central Ave, Northfield, IL, 60093

Advisors at this firm

4 in our index · page 1 of 1

Dani Gerald BarronCRD 5274828 · Northfield, IL

IA RegisteredRegistration inactive
Michael David BrownCRD 2903488 · Northfield, IL

IA RegisteredRegistration inactive
Martin Kevin JankelowitzCRD 7840302 · Northfield, IL

IA Registered
Paul Samuel ShumanCRD 4793240 · Northfield, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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