# PERK PLANNING

> FINRA firm 166369 · ACTIVE · MADISON, WI

## Key facts

- **FINRA firm ID:** 166369
- **Firm name:** PERK PLANNING
- **Other names:** MODERN FINANCIAL PLANNING, LLC, PERK PLANNING
- **Investment Adviser scope:** ACTIVE
- **Branches:** 2
- **Has disclosure events:** No
- **Headquarters:** MADISON, WI, 53703, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/166369

## Citation

> FINRA BrokerCheck, firm 166369 (PERK PLANNING). Retrieved via AI Analytics 2026-05-19 from https://api.ai-analytics.org/broker/166369.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*