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Founder · Asset Planning Corporation

Louis J. Macloskey

CRD 316342 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset Planning Corporation, an SEC-registered wealth manager based in W. Palm Beach, FL with $104 million in regulatory assets, lists Louis J. Macloskey on its Form ADV as Founder, a control person.

Firms and roles

AtlasMembers

Louis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Renee S. PostPresident/chief Compliance Officer, Asset Planning Corporation

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Louis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.