Plank Road Financial Partners II, LLC
Filings
1
Total offered
$3.8M
Total sold
$3.8M
Activity
2026-01-16
through 2026-01-16
through 2026-01-16
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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FINANCIAL PLAN, INC.
medium CRD 801-77339
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PARTNERS IN FINANCIAL PLANNING, LLC
medium CRD 801-70754
Form D filings (1)
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0002105791-26-000001D · 2026-01-16 · Business ServicesOffering: $3,800,000Sold: $3,800,000