MICHAEL A. JANKY DBA MJ WEALTH PLANNING
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 164684
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Michael A. Janky operates MJ Wealth Planning as a sole proprietorship focused on financial planning and insurance brokerage rather than a traditional discretionary money-management firm. The firm’s advisory activity centers on delivering hourly financial planning and selecting third‑party managers for clients, while insurance brokerage remains a core business line. MJ Wealth Planning acts as a capital allocator: it recommends or places client capital with external managers rather than running a broad in‑house investment platform. Investment approach is advisor-driven and advisor‑directed rather than built around proprietary models. For core exposures the firm favors mutual funds and insurance-based products; for more complex mandates it leverages outside managers in hedge funds, real estate and private credit. MJ Wealth Planning is not identified as an active ESG investor and is structured for a single-state practice rather than a multi‑state advisory franchise.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MICHAEL JANKY
Owner, Chief Compliance OfficerCRD 2222084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 3075 N Swan Rd
- Time zone
- MT (UTC-7)
- Office locations
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