RIA Intelligence

COMPREHENSIVE FINANCIAL PLANNING INC

CRD #109822 SEC #801-31935 OKLAHOMA CITY, OK 405-879-1117
SEC Registered
Total AUM
$182.5M
Discretionary
$0
Employees
3
Clients
10
Accounts
342

Firm Details

Organization Type
Corporation
State of Formation
Oklahoma
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENTE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
EVANS, DAVID, KARLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 18, 2025 REGISTERED

Notice Filings (2)

OK TX

Address

2919 UNITED FOUNDERS BLVD.
OKLAHOMA CITY, OK 73112
United States
Phone: 405-879-1117