FIDELIS FINANCIAL PLANNING, LLC
CRD #141698 SEC #801-131701 SAINT CHARLES, MO 636-922-9252
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
3
Clients
101
Accounts
500
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, JACK, DAVID | I | FOUNDER | NA | Control |
| WHITE, JACK, DAVID | I | FOUNDER | NA | Control |
| WHITE, JACK, DAVID | I | FOUNDER | NA | Control |
| WHITE, JACK, DAVID | I | FOUNDER | NA | Control |
| WHITE, JACK, DAVID | I | FOUNDER | NA | Control |
| LAUGHLIN, JEFFREY, MICHAEL | I | PRESIDENT/CCO | E | Control |
| LAUGHLIN, JEFFREY, MICHAEL | I | PRESIDENT/CCO | E | Control |
| LAUGHLIN, JEFFREY, MICHAEL | I | PRESIDENT/CCO | E | Control |
| LAUGHLIN, JEFFREY, MICHAEL | I | PRESIDENT/CCO | E | Control |
| LAUGHLIN, JEFFREY, MICHAEL | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (2)
MO TX
Address
42 PORTWEST CTSAINT CHARLES, MO 63303-5958
United States
Phone: 636-922-9252