# Conklin Financial Planning

> 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.

- CRD: 148755
- Filed as: CONKLIN FINANCIAL PLANNING
- Legal name: Conklin Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148755
- AdvisorCensus page: https://advisorcensus.com/firm/conklin-financial-planning-148755

## Quick answers

**How is Conklin Financial Planning compensated?**
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.

**Is Conklin Financial Planning registered with the SEC or a state?**
Conklin Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 148755.

**Does Conklin Financial Planning report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/thornton-co/conklin-financial-planning
- conklinfinancialplanning.com
- directory.garrettplanningnetwork.com/colorado/thornton/member/sheri-conklin-mba-cfp
- feeonlynetwork.com/financial-advisor/sheri-conklin
- Facebook @sheri.conklin.5
- LinkedIn @sheri-conklin-74586827

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conklin Financial Planning (CRD 148755): Form ADV filing data as of October 2026.