Jeffrey J. Muhle

FINANCIAL PLANNING CONCEPTS

MANHATTAN BEACH, CA

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CRD#: 2861830

Professional summary

Jeffrey Jay Muhle, CFP®, who also goes by Jeffrey Muhle, is a registered financial advisor currently at FINANCIAL PLANNING CONCEPTS, INC. located in Manhattan Beach, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 1 firm and has passed the Series 7 exam.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Insurance Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Muhle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS NAME: THE AEROSPACE CORPORATION NON INVESTMENT RELATED LOCATION: 2350 E EL SEGUNDO BLVD, EL SEGUNDO, CA. SYSTEMS DIRECTOR START DATE: 01/15/1987 HOURS/MONTH DEVOTED: 150 HOURS DURING SECURITIES TRADING HOURS: 2 DUTIES: LEAD PROJECT TEAMS DEVOLOPING SPACE SYSTEMS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jay Muhle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 14, 1997 - Present

FINANCIAL PLANNING CONCEPTS, INC.

RIA

CRD#: 119168

MANHATTAN BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/14/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 2/14/1997

General Securities Representative Examination

Current Firm

FINANCIAL PLANNING CONCEPTS, INC.

CRD#: 119168 / SEC#:

California

Registered Investment Advisory firm - (7/14/1997 Approved)

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Contact information

Main Address

Manhattan Bch, CA

Mailing Address

Phone number

(310) 210-1400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 20,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jeffrey J. Muhle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jay Muhle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PLANNING CONCEPTS, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 2/14/1997

Current Firm

FINANCIAL PLANNING CONCEPTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PLANNING CONCEPTS, INC.

TRUST BUT VERIFY

Contact information

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