Alyssa Lynn Loughlin
Investment adviser representative at Diversified Planning Strategies Advisors LLC
10 yearsExperience
1 stateRegistered in
$154.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Diversified Planning Strategies Advisors LLCMay 2025 to now
- Spark FoundrySep 2016 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Diversified Planning Strategies Advisors LLC
$154.4MAssets managed
364Clients
4Advisers
Under 1 yearIn 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
- 8193777
- Firm CRD
- 321737