FERS PERSONAL FINANCIAL SERVICES, INC.
CRD #113306 SEC #801-55875 CHICAGO, IL 312-644-6000
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
51
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 7, 2001
- 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 |
|---|---|---|---|---|
| ERNST, MARK, ALLAN | I | PRESIDENT/CEO/DIRECTOR | NA | |
| SCHMIDT, BRIAN, HENRY | I | SECRETARY | NA | Control |
| SCHMIDT, JOHN | I | PRESIDENT | NA | Control |
| WILSON, BERNARD, MATTHEW | I | VICE PRESIDENT | NA | Control |
| WOLF, DANIEL, A | I | VICE PRESIDENT | NA | Control |
| HRB BUSINESS SERVICES, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| H&R BLOCK GROUP, INC. | DE | HRB BUSINESS SERVICES, INC. | E | Control |
| H&R BLOCK, INC. | DE | H&R BLOCK GROUP, INC. | E | Control |
Registrations
Federal
IA
Sep 7, 2001 REGISTERED
Notice Filings (1)
IL
Address
401 N. MICHIGAN AVENUECHICAGO, IL 60611
USA
Phone: 312-644-6000