Smart Planning LLC

Smart Planning LLC (CRD# 171073) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Smart Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Oliver Schnusenberg
CRD#: 6318807
Jacksonville, FL

Oliver Schnusenberg (CRD# 6318807) is an Investment Advisor Representative working at Smart Planning LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Oliver Schnusenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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