LINGE ASSET MANAGEMENT, INC.
FLEMING ISLAND, FLORIDA

Ling e Asset Management, Inc., founded on October 28, 1996, is a distinguished Registered Investment Advisor operating out of Fleming Island, Florida, with incorporation status under DOMP. Emphasizing client satisfaction and exceptional service, Ling e prides itself on maintaining trust-based relationships that prioritize client needs above all else. The firm's financial advisors hold the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, ensuring clients receive expert guidance rooted in comprehensive training and advanced technology. As a completely independent entity, Linge Asset Management is not aligned with any parent company or product line, allowing it to provide objective advice without conflicts of interest, aligning its advisory role with fiduciary standards. The firm operates as CPA Retirement Planning, LLC., which operates independently from NPCOA and serves different client segments without overlap in liabilities or management. Registered Representatives are allowed to transact securities business within states where they comply with applicable registration requirements, emphasizing legal compliance and personalized investment advice. Previously recognized as Linge Capital Management, Inc. and CPA Retirement Planning, Inc., the firm's most recent significant event was an amendment and name change on February 21, 2019. Its last annual report is dated February 14, 2024. Contact information includes a mailing address at 2085 Salt Myrtle Lane, Fleming Island, FL 32003, along with phone numbers (904) 541-0076, (888) 541-0076, and (904) 541-0078. For more details about its services and offerings, visit [cparetirementplanning.com](https://www.cparetirementplanning.com). The company is led by key figures including President/Secretary John Bjr. Linge and Vice President/Director Patricia Linge.