{
  "crd_number": 148755,
  "slug": "conklin-financial-planning-148755",
  "primary_business_name": "CONKLIN FINANCIAL PLANNING",
  "legal_name": "CONKLIN FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-08-16",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO"
  ],
  "websites": [
    "https://alignable.com/thornton-co/conklin-financial-planning",
    "https://conklinfinancialplanning.com",
    "https://directory.garrettplanningnetwork.com/colorado/thornton/member/sheri-conklin-mba-cfp",
    "https://facebook.com/sheri.conklin.5",
    "https://feeonlynetwork.com/financial-advisor/sheri-conklin",
    "https://linkedin.com/in/sheri-conklin-74586827"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148755",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/conklin-financial-planning-148755",
  "display_name": "Conklin Financial Planning",
  "summary": "Conklin Financial Planning is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Conklin Financial Planning (CRD 148755): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Conklin Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Conklin Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Conklin Financial Planning registered with the SEC or a state?",
      "a": "Conklin Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 148755."
    },
    {
      "q": "Does Conklin Financial Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148755"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/conklin-financial-planning-148755.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148755",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}