VIP PLANNERS, INC.
CRD #111946 SEC #801-134197 ROANOKE, VA 5403421895
SEC Registered
Total AUM
$104.5M
Discretionary
$104.5M
Employees
4
Clients
0
Accounts
388
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 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 |
|---|---|---|---|---|
| VANDELINDE, TERRY, LEE | I | PRESIDENT/CCO | E | Control |
| VANDELINDE, TERRY, LEE | I | PRESIDENT/CCO | E | Control |
| VANDELINDE, TERRY, LEE | I | PRESIDENT/CCO | E | Control |
| VANDELINDE, TERRY, LEE | I | PRESIDENT/CCO | E | Control |
| VANDELINDE, TERRY, LEE | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (3)
NC TX VA
Address
1502 FRANKLIN ROAD, SWROANOKE, VA 24016
United States
Phone: 5403421895