PIERCE FINANCIAL PLANNING, INC.
CRD #119973 SEC #801-69122 MANSFIELD, OH 419-525-2525
SEC Registered
Total AUM
$30.6M
Discretionary
$5.5M
Employees
5
Clients
10
Accounts
195
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2009
- 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 |
|---|---|---|---|---|
| CHRISTMAN, CHANLEY, MATTHEW | I | PRESIDENT | D | Control |
| CHRISTMAN, CHANLEY, MATTHEW | I | PRESIDENT | D | Control |
| SPARKS, MICHAEL, GLENN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SPARKS, MICHAEL, GLENN | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 17, 2009 REGISTERED
Notice Filings (2)
OH TX
Address
33 PARK AVENUE, WESTMANSFIELD, OH 44902
United States
Phone: 419-525-2525