John Michael Abood
Investment adviser representative at Investment Management & Planning LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$238.8MFirm assets
Are you John Michael Abood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Investment Management & Planning, LLCFeb 2006 to now
- LPL Financial LLCApr 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (DE).
Investment Management & Planning LLC
$238.8MAssets managed
511Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2629855
- Firm CRD
- 146041