Unclaimed Profile

Morrie Wolbrum Reiff

PLANNED ASSET MANAGEMENT, LLC·CALABASAS, California

SIE, Series 7, Series 24, Series 63CFP20 years registeredPLANNED ASSET MANAGEMENT, LLC

27001 AGOURA ROAD, SUITE 150, CALABASAS, CA 91301-5104CRD# 1317814Firm CRD# 105986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morrie Wolbrum Reiff · CALABASAS, CA

Registration

CRD #1317814 · PLANNED ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Apr 2025 – present

INDEPENDENT FINANCIAL GROUP, LLC

May 2010 – May 2019

CALABASAS, CA

PLANNED ASSET MANAGEMENT

Feb 2010 – Apr 2025

CALABASAS, CA

QUANTITATIVE STRATEGIES, INC.

Feb 2010 – Apr 2025

CALABASAS, CA

AFA ADVISOR SERVICES LLC

Nov 2005 – Dec 2010

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 10, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2010Customer Dispute·Dismissed

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PLANNED ASSET MANAGEMENT, LLC

CRD 105986 · SEC 801-25709

AUM

$320M

Regulatory assets under management

Employees

279 client accounts

Services offered by PLANNED ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNED ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Morrie Wolbrum Reiff offer?

Morrie Wolbrum Reiff specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.

What are Morrie Wolbrum Reiff's credentials?

Morrie Wolbrum Reiff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Morrie Wolbrum Reiff located?

Morrie Wolbrum Reiff is based in CALABASAS, California, working with PLANNED ASSET MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Morrie Wolbrum Reiff charge for services?

Morrie Wolbrum Reiff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNED ASSET MANAGEMENT, LLC?

PLANNED ASSET MANAGEMENT, LLC has approximately 6 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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