LI
Louis Isaac Dagen
CRD 2176866
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Auspicious Financial Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Auspicious Financial Planning, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
-
Auspicious Financial Planning, Llc
Trustee · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗