Focus Wealth Planning Inc
Legal Name: FOCUS WEALTH PLANNING INC
Full Contact Details
Focus Wealth Planning Inc
6870 ROTE ROAD, SUITE 101, ROCKFORD, IL
815-633-8844
815-633-2108
Other Info
FOCUS WEALTH PLANNING INC, a legal entity based in IL, has been approved and registered by the U.S. Securities and Exchange Commission as of July 2018. The firm operates with a small team of 3 employees, with one serving as an advisor. Despite its small size, FOCUS WEALTH PLANNING INC effectively serves 4 clients, offering tailored wealth planning solutions.
Rockford, IL Fee-Only Financial Planning | CERTIFIED FINANCIAL PLANNER™ | — Focus Financial Advisors
When you come to visit, you can expect a welcoming space in which we’ll talk through your concerns, really get to know you—and help you orient your wealth picture towards your life’s goals.
Direct Owners
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JON L ALDRICH
PRESIDENT owns less than 5%
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MARTHA L WHITMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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REVOCABLE DECLARATION OF TRUST FOR JON L. ALDRICH
OWNER owns 75% or more