FINANCIAL PLANNING SERVICES
CRD #117359 SEC #801-76848 BETTENDORT, IA 563-359-3979
SEC Registered
Total AUM
$9M
Discretionary
$0
Employees
1
Clients
11
Accounts
15
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 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 |
|---|---|---|---|---|
| DUNSHEATH, JOHN, HAROLD | I | OWNER | E | Control |
| DUNSHEATH, JOHN, HAROLD | I | CCO | E |
Registrations
Federal
IA
Jun 21, 2012 REGISTERED
Notice Filings (1)
IA
Address
1035 LINCOLN RD.SUITE 304
BETTENDORT, IA 52722
United States
Phone: 563-359-3979