PAYNE WEALTH PARTNERS, INC.
CRD #105904 SEC #801-33446 EVANSVILLE, IN 812-477-6221
SEC Registered
Total AUM
$534.6M
Discretionary
$485.6M
Employees
12
Clients
101
Accounts
1,687
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2017
- 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 |
|---|---|---|---|---|
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, KELLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, JOY, K. | I | SECRETARY/TREASURER | NA | |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | D | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | D | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | D | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT | D | Control |
| PAYNE, T., TAYLOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT | B | Control |
| SANDER, CHAD, ALAN | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| MOORE, NATHAN, PERRY | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | A | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | A | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | A | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | A | Control |
| PENDLEY, ANN, ADELE | I | DIRECTOR OF BUSINESS DEVELOPMENT | A | Control |
Registrations
Federal
IA
Mar 29, 2017 REGISTERED
Notice Filings (7)
FL IL IN KY MO NY TX
Address
601 N. CROSS POINTE BOULEVARDEVANSVILLE, IN 47715
United States
Phone: 812-477-6221