State adviser firm research
KEEP IT SIMPLE FINANCIAL PLANNING
KIS FINANCIAL PLANNING, LLC
Firm CRD 269826
This profile contains the cited IAPD state-registration observations. SEC registration, Form ADV details, disclosures, and principal office are not established by these rows.
State adviser registrations reported by IAPD
These are state registration observations for firm CRD 269826, not SEC registration, approval, endorsement, or a finding about the firm's quality. This source does not supply a principal office for this profile.
- CA · Reported as state-registered
Registration date: 2016-02-22
IAPD firm-state release IA_FIRM_STATE_Feed_09_30_2026; retrieved 2026-09-30.
Official IAPD source file