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- Custodian
- Capital Group · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2018
- Office Locations
- 1
Office Locations
About THE Planning Group
The Planning Group (Northfield, IL) has delivered objective, personalized advice since 1976, pairing comprehensive financial planning with implementation and ongoing asset management. The team supports individuals and business owners across retirement, insurance, and succession needs, building diversified, ETF-centric portfolios with asset allocation and fixed income exposures. Works with major custodians such as Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL DAVID BROWN
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2903488
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DANI GERALD BARRON
Financial Advisor
- CRD
- #5274828
Martin Kevin Jankelowitz
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- CRD
- #7840302
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,698,387 | $373,090 |
| Non-Discretionary | $12,762,867 | $911,633 |
| Total | $291,461,254 | $382,998 |
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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 |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | 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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