AUMdb
KL

Kevin Luhr O'brien

CRD 6273183 Certified Financial Planner

Firms

FirmRoleAs of
Wise Planning, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗