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New Era Planning
Kelsey R. Zwick, Manager
A financial planning advisory firm offering client services such as account access, invoice viewing/payment, and scheduling calls.
Filed April 12, 2025 · Winter Garden, FL · Lake County
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See how it worksAbout New Era Planning
New Era Planning is a financial services business (FLAL) registered on April 12, 2025 with the Florida Division of Corporations. The business is located in Winter Garden, Florida 34787. Lake County is its county of record. The record lists Kelsey R. Zwick as Manager.
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Filing Details
Entity NameNEW ERA PLANNING LLC
Entity TypeFLAL
Entity NumberL25000184608
Filing DateApril 12, 2025
Principal AddressLocked
City / State / ZipWinter Garden, FL 34787
CountyLake
TimezoneEastern (ET)
EIN on FileNo
Registered AgentKELSEY
Agent AddressLocked
Official RecordView on Sunbiz.org ›
Verified Business Profile
SubcategoryFinancial Planning
Contact Information
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Verified Website Profile
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Officers / Authorized Persons
K
Document Timeline
Florida Limited Liability
Apr 17, 2025Frequently Asked Questions
When was New Era Planning registered?
New Era Planning was registered as FLAL on April 12, 2025 in Florida.
Where is New Era Planning located?
New Era Planning is based in Winter Garden, FL, 34787, in Lake County.
What type of business is New Era Planning?
New Era Planning is classified as a financial services business (financial planning).
Is New Era Planning still active?
According to the Florida Division of Corporations, New Era Planning's current record status is "active".
Does New Era Planning have an EIN on file?
No EIN was found on file for New Era Planning at the time of registration.
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Registered in the last 30 days
3 companies similar to New Era Planning registered in Lake County in the last 30 days
Peacebridge Financial ServicesWinter Garden · Aug 6, 2026
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Horizon Investment ServicesWindermere · Jul 23, 2026
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