Arnold Financial Planning LLC
● SEC registered since 2022CRD 283698SEC# 801-123293Hiawatha, IA
Reg. AUM
$168.2M
Employees
6
Accounts
585
Location
Hiawatha, IA
Arnold Financial Planning LLC assets under management
Arnold Financial Planning LLC operates as an SEC-registered investment adviser based in Hiawatha, IA. The firm has been registered since 2022. It reports $168.2 million in regulatory assets under management and employs 6 people.
Arnold Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Marburg Hylland Control | Owner | Under 5% | 2019 |
| Quinn Robert Arnold Control | Managing Member/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Arnold Financial Planning LLC manage?
Arnold Financial Planning LLC reports $168.2 million in regulatory assets under management on its Form ADV.
How many employees does Arnold Financial Planning LLC have?
Arnold Financial Planning LLC reports 6 employees.
Where is Arnold Financial Planning LLC located?
Arnold Financial Planning LLC is based in Hiawatha, IA and has been SEC-registered since 2022.
Does Arnold Financial Planning LLC disclose fund performance?
Arnold Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1202 Dina Court, Suite B, Hiawatha, IA 52233 |
| Phone | 319-393-4020 |
| Fax | 888-688-8434 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.2M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$168.2Mregulatory AUM
Discretionary $168.2M