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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

QUINN FINANCIAL PLANNING, LLC

CRD 150528

ORLAND PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ade4355-86e9-6cb1-13e1-697ff10c5995

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 20, 2026 to Jan 20, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Quinn Financial Planning, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $96.0MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $96.0M
Private client RAUM: $96.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 222
Individual clients: 65
High net worth clients: 45
CRD: 150528
Filings on the tape: 1
First filed: Jan 20, 2026
Latest filed: Jan 20, 2026
Organised: Limited Liability Company, IL
Website: quinnfp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY JOSEPH QUINN	Certified Financial Planner	ORLAND PARK, IL	17	29	1	no

Relationships

Registered with (1)

← TIMOTHY JOSEPH QUINNAdvisorregistration: current employment
Jul 2, 2009 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ade4355-86e9-6cb1-13e1-697ff10c5995
First observed: Jan 20, 2026
Last observed: Jan 20, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

QUINN FINANCIAL PLANNING, LLC

CRD 150528

ORLAND PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ade4355-86e9-6cb1-13e1-697ff10c5995

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY JOSEPH QUINN

Certified Financial Planner

ORLAND PARK, IL