# Lanning Financial Inc.

> Lanning Financial Inc. is a state-registered investment advisory firm in San Fransisco, CA, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated May 13, 2026.

- CRD: 150710
- Filed as: LANNING FINANCIAL INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Fransisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150710
- AdvisorCensus page: https://advisorcensus.com/firm/lanning-financial-inc-san-fransisco-ca-150710

## Quick answers

**How is Lanning Financial Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lanning Financial Inc. reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lanning Financial Inc. located?**
Lanning Financial Inc.'s principal office is in San Fransisco, CA, according to its Form ADV.

**Is Lanning Financial Inc. registered with the SEC or a state?**
Lanning Financial Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 150710.

**What types of clients does Lanning Financial Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (9).

**Does Lanning Financial Inc. 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/150710

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $0 |
| High net worth individuals | 9 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lanningfinancial.com
- Facebook @JESSICA.LANNING.14
- Facebook @LANNING-FINANCIAL-136738336337117
- Instagram @lanningfinancialinc
- LinkedIn @JESSICALANNING
- YouTube @lanningfinancialinc.5087

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lanning Financial Inc. (CRD 150710): Form ADV filing data as of October 2026.