# PURPOSEFUL PLANNING

> FINRA firm 299221 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · LAS VEGAS, NV

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 299221
- **Firm name:** PURPOSEFUL PLANNING
- **Other names:** CMFP, LLC - PURPOSEFUL PLANNING SERIES, PURPOSEFUL PLANNING LLC, PURPOSEFUL PLANNING, FAITH INSPIRED FINANCIAL PLANNING, CMFP, LLC-FAITH INSPIRED SERIES
- **Investment Adviser scope:** ACTIVE
- **Branches:** 1
- **Has disclosure events:** YES
- **Headquarters:** LAS VEGAS, NV, 89118, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/299221

## Citation

> FINRA BrokerCheck, firm 299221 (PURPOSEFUL PLANNING). Retrieved via AI Analytics 2026-05-20 from https://api.ai-analytics.org/broker/299221.

---

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