CRD: 121007
Strategic Financial Planning, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2018
- Office Locations
- 1
Office Locations
About Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. is a Minnetonka, MN registered investment adviser providing fee-only investment management and comprehensive financial planning for individuals and families, with expertise in retirement, tax planning, cash flow/liability management, and estate/wealth transfer planning. Led by president Brian Durand (30+ years advising), the firm emphasizes unbiased advice and portfolios that include ETFs and investment-grade corporate bonds.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN FRANCIS DURAND
President
- CRD
- #4575849
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,315,950 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,315,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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