PLANNED FINANCIAL SERVICES, LLC
Legal name: RETURN ON LIFE WEALTH PARTNERS
CRD #112879 SEC #801-110086 CLEVELAND, OH 440-740-0130
SEC Registered
Total AUM
$392.2M
Discretionary
$346.9M
Employees
12
Clients
25
Accounts
782
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 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 |
|---|---|---|---|---|
| Rogers, Joseph, Michael | I | CHIEF OPERATING OFFICER | NA | |
| Rogers, Joseph, Michael | I | CHIEF OPERATING OFFICER | NA | |
| Rogers, Joseph, Michael | I | CHIEF OPERATING OFFICER | NA | |
| Rogers, Joseph, Michael | I | CHIEF OPERATING OFFICER | NA | |
| FANTOZZI, FRANK | I | PRESIDENT | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| FANTOZZI, FRANK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (11)
CA CO FL IL LA MD NC NY OH PA TX
Address
7000 FITZWATER ROADSUITE 300
CLEVELAND, OH 44141
United States
Phone: 440-740-0130