ADVISORS IN FINANCIAL PLANNING INC

Legal name: HICK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC.

CRD #104813 SEC #801-23188 BURLINGTON, VT 802-863-5534

SEC Registered

Total AUM

$73M

Discretionary

Employees

Clients

101

Accounts

395

Firm Details

Organization Type: Corporation
State of Formation: --
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 22, 2005
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOARDMAN, D, MICHAEL	I	OWNER	NA
BOARDMAN, D, MICHAEL	I	OWNER	NA
BOARDMAN, D, MICHAEL	I	OWNER	NA
BOARDMAN, SCOTT, F	I	OWNER	NA
BOARDMAN, SCOTT, F	I	OWNER	NA
BOARDMAN, SCOTT, F	I	OWNER	NA
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
BOARDMAN, DANIEL, MARK	I	PRESIDENT	C	Control
CREWS, ROBERT, WEBER	I	SR VICE PRESIDENT	B
CREWS, ROBERT, WEBER	I	VICE PRESIDENT	B
CREWS, ROBERT, WEBER	I	VICE PRESIDENT	B
CREWS, ROBERT, WEBER	I	VICE PRESIDENT	B
CREWS, ROBERT, WEBER	I	SR VICE PRESIDENT	B
CREWS, ROBERT, WEBER	I	SR VICE PRESIDENT	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
JOHNSON, DANIEL, WALTER	I	SECRETARY	B
SMITH, CHRISTOPHER, ROBERT	I	TREASURER/CCO	B	Control
SMITH, CHRISTOPHER, ROBERT	I	TREASURER/CCO	B	Control
SMITH, CHRISTOPHER, ROBERT	I	TREASURER/CCO	B	Control
MCCORMACK, MICHAEL, GILBERT	I	TREASURER	A	Control
MCCORMACK, MICHAEL, GILBERT	I	TREASURER	A	Control
MCCORMACK, MICHAEL, GILBERT	I	TREASURER	A	Control
RUGG, THOMAS	I	SR VICE PRESIDENT	A
RUGG, THOMAS	I	SR VICE PRESIDENT	A
RUGG, THOMAS	I	SR VICE PRESIDENT	A
TROTTIER, BENOIT, PETER	I	SR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	A	Control
TROTTIER, BENOIT, PETER	I	SR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	A	Control
TROTTIER, BENOIT, PETER	I	SR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	A	Control
WHITE, BRIGETTE, LOUISE	I	SR VICE PRESIDENT	A	Control
WHITE, BRIGETTE, LOUISE	I	SR VICE PRESIDENT	A	Control
WHITE, BRIGETTE, LOUISE	I	SR VICE PRESIDENT	A	Control

Registrations

Federal

Sep 22, 2005 REGISTERED

Notice Filings (10)

CO CT FL GA IL IN MA NY VA VT

Address

346 SHELBURNE RD 5TH FLR
BURLINGTON, VT 5401
USA

Phone: 802-863-5534