AN IDEAL LIFE FINANCIAL PLANNING, LLC

1 registered advisor·CRD# 311316
SEC# 801-1197910949-233-1869
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AN IDEAL LIFE FINANCIAL PLANNING, LLC

1 registered advisor
Gregory Martin Wodark
COTO DE CAZA, California
05

Office Locations

COTO DE CAZA, California
1 advisor

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Data sourced from SEC Form ADV filings. AN IDEAL LIFE FINANCIAL PLANNING, LLC (CRD# 311316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.