BALANCED FINANCIAL PLANNING, INC.

SEC file number 801-69118 · OVERLAND PARK, KS

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$44.8M

Discretionary AUM

Employees

—

Clients

—

Firm

Address: 6701 W. 64TH STREET
OVERLAND PARK, KS 66202-4091
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

360 ONE CORE BALANCED Low name-match confidence · CIK 1825937 · K7
AIS BALANCED FUND L.P. Low name-match confidence · CIK 876623 · CT
AQR Risk Balanced Commodities Fund, L.P. Low name-match confidence · CIK 2049735 · CT
AQR Risk Balanced Commodities Master Account, L.P. Low name-match confidence · CIK 2049736 · E9
Balanced Body Organics, Inc. Low name-match confidence · CIK 1803981 · TN
Balanced Pharma Inc Low name-match confidence · CIK 1838860 · NC
Balanced-Risk Allocation Fund of the Invesco Institutional Trust Low name-match confidence · CIK 1695330 · GA
Balanced-Risk Commodity Fund of the Invesco Institutional Trust Low name-match confidence · CIK 1695325 · GA
BALANCEDTRUST, INC. Low name-match confidence · CIK 2115934 · FL
BBH Balanced Growth Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. Low name-match confidence · CIK 2055699 · TX
Canyon Balanced ASP Fund, a series of Alternative Strategies Platform, LLC Low name-match confidence · CIK 1633003 · NY
Canyon Balanced Fund (Cayman), Ltd. Low name-match confidence · CIK 1296069 · E9

360 ONE CORE BALANCED · D/A · Nov 4, 2026
Balanced Body Organics, Inc. · D/A · Oct 2, 2026
Balanced Body Organics, Inc. · D · Sep 14, 2026
Balanced Body Organics, Inc. · D · Sep 11, 2026

$85K
BBH Balanced Growth Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. · D/A · Sep 1, 2026
Balanced-Risk Allocation Fund of the Invesco Institutional Trust · D/A · May 1, 2026
BALANCEDTRUST, INC. · D · Mar 5, 2026

$100K
Balanced-Risk Commodity Fund of the Invesco Institutional Trust · D/A · Feb 13, 2026
Canyon Balanced Fund (Cayman), Ltd. · D/A · Jan 21, 2026
Canyon Balanced ASP Fund, a series of Alternative Strategies Platform, LLC · D/A · Jan 16, 2026
AIS BALANCED FUND L.P. · D/A · Jan 12, 2026
AQR Risk Balanced Commodities Fund, L.P. · D/A · Jan 9, 2026
AQR Risk Balanced Commodities Master Account, L.P. · D/A · Jan 8, 2026
Balanced Pharma Inc · D/A · Sep 23, 2025

$3.2M
Balanced-Risk Commodity Fund of the Invesco Institutional Trust · D/A · Mar 12, 2025
Balanced-Risk Allocation Fund of the Invesco Institutional Trust · D/A · Mar 12, 2025
BBH Balanced Growth Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. · D · Feb 13, 2025
Canyon Balanced Fund (Cayman), Ltd. · D/A · Jan 21, 2025
Canyon Balanced ASP Fund, a series of Alternative Strategies Platform, LLC · D/A · Jan 15, 2025
Balanced-Risk Commodity Fund of the Invesco Institutional Trust · D/A · Jan 15, 2025
Balanced-Risk Allocation Fund of the Invesco Institutional Trust · D/A · Jan 15, 2025
Balanced Pharma Inc · D · Jan 15, 2025

$2M
AQR Risk Balanced Commodities Master Account, L.P. · D · Jan 10, 2025
AQR Risk Balanced Commodities Fund, L.P. · D · Jan 10, 2025