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Louis James Macloskey

ASSET PLANNING CORPORATION·W. PALM BEACH, Florida
SIE, Series 1, Series 7TO, Series 24, Series 26, Series 39, Series 63, Series 65, Series 99TOChFC41 years registeredASSET PLANNING CORPORATION
1615 FORUM PLACE, W. PALM BEACH, FL 33401CRD# 316342Firm CRD# 126242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis James Macloskey · W. PALM BEACH, FL
Registration
CRD #316342 · ASSET PLANNING CORPORATION · 41 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ASSET PLANNING CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jan 2012 – May 2025
WEST PALM BEACH, FL
ASSET PLANNING CORPORATION
Jun 1985 – Dec 2024
WEST PALM BEACH, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 26
Series 39
Series 63
Series 65
Series 99TO
Registration record
First registered · June 17, 1985
Years registered · 41
Professional designation · ChFC
03

Disclosure History

1988Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
ASSET PLANNING CORPORATION
CRD 126242 · SEC 801-63461
AUM
$90M
Regulatory assets under management
Employees
7
287 client accounts
Services offered by ASSET PLANNING CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET PLANNING CORPORATION →
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05

Frequently Asked Questions

What services does Louis James Macloskey offer?
Louis James Macloskey specializes in Financial Planning, Investment Management.
What are Louis James Macloskey's credentials?
Louis James Macloskey holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Louis James Macloskey located?
Louis James Macloskey is based in W. PALM BEACH, Florida, last registered with ASSET PLANNING CORPORATION.
How does Louis James Macloskey charge for services?
Louis James Macloskey'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 ASSET PLANNING CORPORATION?
ASSET PLANNING CORPORATION has approximately 7 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PLANNING CORPORATION

Renee Suzanne Post
W. PALM BEACH, FL
CFP

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