CRD: 312048
Rockford Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2021
- Office Locations
- 1
Office Locations
About Rockford Financial Planning
Rockford Financial Planning is a Wilmington, Delaware RIA serving families and small businesses nationwide with multi-generational financial planning and investment planning. The firm is structured to act as a fiduciary throughout the entire relationship and is affiliated with NAPFA and the XY Planning Network. Portfolios emphasize diversified public funds and ETFs, with asset allocation across equities and fixed income, and custody through Charles Schwab.
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Owner & Executives
KEVIN WILLIAM O'HANLON
Chief Compliance Officer, Owner
- CRD
- #4427111
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Connor Sigmon Matheny
Paraplanner
- CRD
- #7678044
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,206,415 | -- |
| Non-Discretionary | $7,486,811 | -- |
| Total | $79,693,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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