Carolyn Sue Mcclanahan
Investment adviser representative at Life Planning Partners, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$354MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Life Planning Partners, Inc.Sep 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Life Planning Partners, Inc.
$354MAssets managed
111Clients
3Advisers
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
- 4463790
- Firm CRD
- 129338