YOUR FINANCIAL PHARMACIST PLANNING, LLC
Legal name: YOUR FINANCIAL PHARMACIST
CRD #282918 SEC #801-118236 NEW ALBANY, OH 614-618-5901
SEC Registered
Total AUM
$35.4M
Discretionary
$35.4M
Employees
8
Clients
251
Accounts
681
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKER, TIMOTHY, J | I | CCO | NA | |
| BAKER, TIMOTHY, J | I | CCO | NA | |
| BAKER, TIMOTHY, J | I | CCO | NA | |
| BAKER, TIMOTHY, J | I | CCO | NA | |
| BAKER, TIMOTHY, J | I | CCO | NA | |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| BAKER, TIMOTHY, J | I | FOUNDER & CCO | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| YOUR FINANCIAL PHARMACIST, LLC | DE | YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC | E | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| BAKER, TIMOTHY, Jason | I | MEMBER, CEO, CCO | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
| Ulbrich, Timothy, Robert | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAKER, TIMOTHY, J | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| BAKER, TIMOTHY, J | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| BAKER, TIMOTHY, J | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| BAKER, TIMOTHY, J | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| BAKER, TIMOTHY, J | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| Ulbrich, Timothy, Robert | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| Ulbrich, Timothy, Robert | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| Ulbrich, Timothy, Robert | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| Ulbrich, Timothy, Robert | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
| Ulbrich, Timothy, Robert | I | YOUR FINANCIAL PHARMACIST, LLC | D | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (26)
AL AZ CA CO FL GA IL KY LA MA MD MI MN MO NC NE NH NY OH PA SC TN TX VA WA WI
Address
118 E MAIN ST.NEW ALBANY, OH 43054
United States
Phone: 614-618-5901