PERSONAL FINANCIAL GROUP
CRD #116806 SEC #801-70718 OVERLAND PARK, KS 913-451-PLAN (7526)
SEC Registered
Total AUM
$29.1M
Discretionary
$29.1M
Employees
6
Clients
1
Accounts
15
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2019
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MIGLIAZZO, LINDA, EVERITT | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, C | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
| CLARK, DONALD, CALDWELL | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 28, 2019 REGISTERED
Notice Filings (31)
AZ CA CO FL GA IA IL IN KS LA MA MD MI MN MO NC NE NH NJ NM NV NY OH OK PA SC SD TN TX UT VA
Address
7007 COLLEGE BLVD.SUITE 270
OVERLAND PARK, KS 66211
United States
Phone: 913-451-PLAN (7526)