PLANNING FOR WEALTH, LLC
CRD #117109 SEC #801-66239 MONROE, LA 318-340-0324
SEC Registered
Total AUM
$29.6M
Discretionary
$29.6M
Employees
6
Clients
0
Accounts
103
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 6, 2012
- 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 |
|---|---|---|---|---|
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, BEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
| HULSEY, HARWOOD & CO. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HULSEY, BEN | I | HULSEY, HARWOOD & CO. | D | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
| HARWOOD, SUSAN, REIGHNEY | I | HULSEY, HARWOOD & CO. | C | Control |
Registrations
Federal
IA
Jul 6, 2012 REGISTERED
Notice Filings (3)
LA MS TX
Address
1900 ROSELAWN AVENUEMONROE, LA 71201
United States
Phone: 318-340-0324