FINANCIAL PLANNING FORT COLLINS, LLC
Legal name: FPFOCO
CRD #283890 SEC #801-130854 FORT COLLINS, CO 970-225-0504
SEC Registered
Total AUM
$110M
Discretionary
$108.7M
Employees
4
Clients
101
Accounts
436
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 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 |
|---|---|---|---|---|
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| Neenan, Regina, Marie | I | VOTING MEMBER, SHAREHOLDER | NA | |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
| SPECINER, JASON, SAMUEL | I | PRESIDENT / CCO / IAR | E | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (5)
CA CO LA OR TX
Address
375 E. HORSETOOTH RD.BLDG. 3, STE. 203
FORT COLLINS, CO 80525-3197
United States
Phone: 970-225-0504