Unclaimed Profile

Paul Desmond Costello

COSTELLO FINANCIAL PLANNING, INC.·ARLINGTON HEIGHTS, Illinois

SIE, Series 65, Series 99Clean record7 years registeredCOSTELLO FINANCIAL PLANNING, INC.

1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL 60005CRD# 6647682Firm CRD# 175295

Profile Verification

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

Identity

Paul Desmond Costello · ARLINGTON HEIGHTS, IL

Registration

CRD #6647682 · COSTELLO FINANCIAL PLANNING, INC. · 7 years registered

Brand Profile

Not yet started

Career History

COSTELLO FINANCIAL PLANNING, INC.

Mar 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Series 99

Registration record

First registered · March 27, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COSTELLO FINANCIAL PLANNING, INC.

CRD 175295 · SEC 801-122006

AUM

$140M

Regulatory assets under management

Employees

456 client accounts

Services offered by COSTELLO FINANCIAL PLANNING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COSTELLO FINANCIAL PLANNING, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Desmond Costello offer?

Paul Desmond Costello specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Paul Desmond Costello's credentials?

Paul Desmond Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Desmond Costello located?

Paul Desmond Costello is based in ARLINGTON HEIGHTS, Illinois, working with COSTELLO FINANCIAL PLANNING, INC.. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Paul Desmond Costello charge for services?

Paul Desmond Costello's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSTELLO FINANCIAL PLANNING, INC.?

COSTELLO FINANCIAL PLANNING, INC. has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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