Located on Lafayette Street in downtown Marianna at 4425 Lafayette Street, Suites 6 & 12, Marianna, FL 32446, Strategic Planning Partners, LLC — delivering fiduciary investment advisory services through SEC-registered Kovack Advisors, Inc. (Firm CRD #140808, SEC File #801-66813) and brokerage services through Kovack Securities, Inc. (Firm CRD #44848) — is an independent CFP®-led retirement planning and wealth management practice serving Jackson County and the central Florida Panhandle. Led by CERTIFIED FINANCIAL PLANNER™ professional Timothy J. Hummel, CFP® (Individual CRD #4561484, 24 years of registered experience since 2002 with zero disclosures) alongside advisor John Joel Langford (Individual CRD #6948111, 8 years experience with zero disclosures), the firm designs multi-bucket fiduciary retirement income plans, FRS DROP and 403(b)/457(b) rollovers for Chipola College, Jackson County Schools, Sunland Center, and Florida DOC retirees, RMD and Roth conversion tax strategies, and farm/timberland legacy wealth transfer.
Official Verification Sources: FINRA BrokerCheck — Timothy J. Hummel, CFP® (CRD# 4561484); FINRA BrokerCheck — John Joel Langford (CRD# 6948111); Strategic Planning Partners, LLC Official Website (Marianna)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Kovack Advisors, Inc. (Firm CRD #140808, SEC File #801-66813) and Kovack Securities, Inc. (Firm CRD #44848) supervise Strategic Planning Partners, LLC at 4425 Lafayette St, Stes 6 & 12, Marianna, FL 32446.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Timothy J. Hummel, CFP® (Individual CRD #4561484, 24 years experience, zero disclosures) and John Joel Langford (Individual CRD #6948111, zero disclosures) serve Jackson County retirees at the downtown Marianna branch.
Factual details and direct answers about Strategic Planning Partners, LLC — Timothy J. Hummel, CFP® & John J. Langford (Kovack Advisors, Inc.)'s services, licensing, and credentials.
Does Strategic Planning Partners offer a Certified Financial Planner™ (CFP®) in downtown Marianna?
Yes. Timothy J. Hummel, CFP® (CRD #4561484, 24 years experience) and advisor John J. Langford (CRD #6948111) serve Jackson County retirees from 4425 Lafayette Street, Suites 6 & 12, Marianna, FL 32446 ((850) 526-1868).
How does Strategic Planning Partners help Jackson County state and educational employees transition into retirement?
Operating as fiduciaries through SEC-registered Kovack Advisors, Inc. (SEC #801-66813), the team models FRS Pension options, DROP lump-sum rollovers, Roth conversions, and RMD withdrawal sequences tailored to each retiree's tax bracket.
Connect with complementary legal, financial, and residential providers serving seniors in Marianna and Jackson County.
Fuqua & Milton, P.A.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.