RIA Intelligence

FINANCIAL LIFE PLANNERS LLC

Legal name: FINANCIAL LIFE PLANNERS

CRD #129415 SEC #801-127888 TEMPE, AZ 480-477-8530
SEC Registered
Total AUM
$174.6M
Discretionary
$174.6M
Employees
6
Clients
51
Accounts
788

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 17, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DALLMANN, MICHELEICHIEF COMPLIANCE OFFICERNA
DALLMANN, MICHELEICHIEF COMPLIANCE OFFICERNA
DALLMANN, MICHELE, ANNICHIEF COMPLIANCE OFFICERNA
MESSER, JANET, LYNNICHIEF COMPLIANCE OFFICERNA Control
MESSER, JANET, LYNNICHIEF COMPLIANCE OFFICERNA Control
FICK, CYNTHIA, KAYIMANAGER/CHIEF COMPLIANCE OFFICERD Control
FICK, CYNTHIA, KAYIMANAGERD Control
FICK, CYNTHIA, KAYIMANAGERD Control
FICK, CYNTHIA, KAYIMANAGERD Control
FICK, CYNTHIA, KAYIMANAGERD Control
FICK, CYNTHIA, KAYIOWNER/PRESIDENTD Control
FICK, CYNTHIA, KAYIOWNER/PRESIDENTD Control
FICK, CYNTHIA, KAYIOWNER/PRESIDENTD Control
FICK, CYNTHIA, KAYIOWNER/PRESIDENTD Control
FICK, CYNTHIA, KAYIOWNER/PRESIDENTD Control
WIGHT, GINA, GIACHETTIIMEMBERC
WIGHT, GINA, GIACHETTIIMEMBER/CHIEF COMPLIANCE OFFICERC Control
WIGHT, GINA, GIACHETTIIMEMBER/CHIEF COMPLIANCE OFFICERC
WIGHT, GINA, GIACHETTIIMEMBER/CHIEF COMPLIANCE OFFICERC Control
WIGHT, GINA, GIACHETTIIMEMBER/CHIEF COMPLIANCE OFFICERC Control
WIGHT, GINA, GIACHETTIIPARTNER/CO-OWNERC Control
WIGHT, GINA, GIACHETTIIPARTNER/CO-OWNERC Control
WIGHT, GINA, GIACHETTIIPARTNER/CO-OWNERC Control
WIGHT, GINA, GIACHETTIIPARTNER/CO-OWNERC Control
WIGHT, GINA, GIACHETTIIPARTNER/CO-OWNERC Control

Registrations

Federal

IA
Nov 17, 2025 REGISTERED

Notice Filings (7)

AZ CA FL NM OR PA TX

Address

2151 E BROADWAY
SUITE 203
TEMPE, AZ 85282
United States
Phone: 480-477-8530