Planner Lens

See FINRA BrokerCheck disclosures while browsing LetsMakeAPlan.org planner profiles

LetsMakeAPlan.org buries disclosure information at the bottom of each planner's profile. Most consumers never scroll that far. Planner Lens fixes that. When you visit a CFP professional's profile, Planner Lens pulls their disclosure history directly from FINRA's public BrokerCheck database and shows it right below the planner's name. No clicking around, no opening new tabs, no hunting through regulatory sites. What it shows: - Whether the planner has any FINRA BrokerCheck disclosures - A breakdown by type (customer disputes, regulatory actions, employment separations, etc.) - How each disclosure was resolved (settled, denied, pending, final) - Settlement amounts where applicable - A direct link to the full BrokerCheck report What it does NOT do: - Does not collect any user data - Does not track your browsing - Does not scrape or modify LetsMakeAPlan.org - Does not store anything locally or remotely All data comes from a single real-time query to FINRA's public BrokerCheck API when you load a profile page. Nothing is cached, nothing is sent anywhere else. This is an independent project. Not affiliated with the CFP Board, LetsMakeAPlan.org, or FINRA. Source code: https://github.com/donisewell/planner-lens