WEALTH PLANNING CORP
CRD #105369 SEC #801-18378 CINCINNATI, OH 513-733-1750
SEC Registered
Total AUM
$518.2M
Discretionary
$499.7M
Employees
10
Clients
251
Accounts
454
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, WADE, KEITH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| DANIEL, WADE, KEITH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND SENIOR ADVISOR | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND SENIOR ADVISOR | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | PRESIDENT | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND PRINCIPAL | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND PRINCIPAL | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND PRINCIPAL | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND PRINCIPAL | D | Control |
| JOHNSON, CONLEY, MICHAEL | I | FOUNDER AND PRINCIPAL | D | Control |
| DANIEL, WADE, K. | I | VICE PRESIDENT | C | Control |
| DANIEL, WADE, KEITH | I | VICE PRESIDENT | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEINBRINK, TODD, ALLAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| DIETRICH, ANGELA, SUE | I | VICE PRESIDENT OF OPERATIONS | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (15)
CA CO FL GA IL IN KY MI NC OH OK TN TX WA WV
Address
8370 E. KEMPER ROADCINCINNATI, OH 45249
United States
Phone: 513-733-1750