PERSONAL FINANCIAL PLANNING, INC.
CRD #115605 SEC #801-62565 DEERFIELD, IL 847-205-2590
SEC Registered
Total AUM
$897M
Discretionary
$897M
Employees
4
Clients
51
Accounts
632
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2021
- 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 |
|---|---|---|---|---|
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT (SERVES AS ALL OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT (SERVES AS ALL OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT (SERVES AS ALL OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT (SERVES AS ALL OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT (SERVES AS ALL OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
| STEINMAN, MARC, AARON | I | PRESIDENT & CHIEF COMPLIANCE OFFICERS) | E | Control |
Registrations
Federal
IA
Mar 8, 2021 REGISTERED
Notice Filings (8)
CA FL IL MI MN NE SC TX
Address
707 LAKE COOK ROADSUITE 109
DEERFIELD, IL 60015-4909
United States
Phone: 847-205-2590