# Trade Planner LLC

> Trade Planner LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 171395
- Filed as: TRADE PLANNER LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Filing period: October 2026
- Form ADV filing dated: December 8, 2014
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171395
- AdvisorCensus page: https://advisorcensus.com/firm/trade-planner-llc-171395

## Quick answers

**How does Trade Planner LLC report to regulators?**
Trade Planner LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 171395.

**Does Trade Planner LLC 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/171395

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tradeplanner.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trade Planner LLC (CRD 171395): Form ADV filing data as of October 2026.