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Martin Jay Mulligan

AMERICAN PLANNING SERVICES, INC.·SUN CITY CENTER, Florida
SIE, Series 6, Series 7, Series 22, Series 24, Series 63CFPClean record29 years registeredAMERICAN PLANNING SERVICES, INC.
1653 SUN CITY CENTER PLAZA, SUN CITY CENTER, FL 33573CRD# 2491539Firm CRD# 134854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Jay Mulligan · SUN CITY CENTER, FL
Registration
CRD #2491539 · AMERICAN PLANNING SERVICES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
May 2025 – present
OSAIC WEALTH, INC.
Jan 2025 – May 2025
SARASOTA, FL
PAYANT WEALTH MANAGEMENT GROUP
Oct 2019 – Jan 2025
SUN CITY CENTER, FL
FSC SECURITIES CORPORATION
Jul 1997 – Sep 2019
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · July 31, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN PLANNING SERVICES, INC.
CRD 134854 · SEC 801-113231
AUM
$236M
Regulatory assets under management
Employees
6
618 client accounts
Services offered by AMERICAN PLANNING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERICAN PLANNING SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Martin Jay Mulligan offer?
Martin Jay Mulligan specializes in Financial Planning, Investment Management. Contact their office in SUN CITY CENTER, Florida for a consultation.
What are Martin Jay Mulligan's credentials?
Martin Jay Mulligan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Martin Jay Mulligan located?
Martin Jay Mulligan is based in SUN CITY CENTER, Florida, working with AMERICAN PLANNING SERVICES, INC.. Their office serves clients in the SUN CITY CENTER metropolitan area and surrounding communities.
How does Martin Jay Mulligan charge for services?
Martin Jay Mulligan'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 AMERICAN PLANNING SERVICES, INC.?
AMERICAN PLANNING SERVICES, INC. has approximately 6 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN PLANNING SERVICES, INC.

Thomas Arthur Payant
SUN CITY CENTER, FL
Glenn Krcmaric
SUN CITY CENTER, FL

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