PLAN INC
CRD #108588 SEC #801-56830 TOPEKA, KS 785-357-7777
SEC Registered
Total AUM
$25.4M
Discretionary
$15.7M
Employees
1
Clients
1
Accounts
157
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 13, 2012
- 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 |
|---|---|---|---|---|
| SCHNEIDER, JAKE, BERYL | I | PRESIDENT | NA | Control |
| SCHNEIDER, JAKE, BERYL | I | PRESIDENT | NA | Control |
| SCHNEIDER, JAKE, BERYL | I | PRESIDENT | NA | Control |
| SCHNEIDER, JAKE, BERYL | I | PRESIDENT | NA | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHNEIDER, MARK, ALLEN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 13, 2012 REGISTERED
Notice Filings (3)
CO KS TX
Address
112 SW 6TH AVE., STE 400TOPEKA, KS 66603-3810
United States
Phone: 785-357-7777