ROI FINANCIAL PLANNING
Clarksville, United States · CRD 341025
SEC-registered investment adviser since 2026 · limited liability company. It files no 13F, so there are no holdings to show.
- Websiteroi-fg.com
- Form ADV · 2026-06-29SEC adviser record
- Others nearbyClarksville, TN, Hendersonville, TN, Evansville, IN
As an employer
- Staff (Form ADV)10 · 5 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Clarksville, TN (main office)United States | |
| Hendersonville, TNUnited States | 3 |
| Evansville, INUnited States | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.