PREMIER FINANCIAL PLANNING, INC.
CRD #121473 SEC #801-63288 PRINCETON, NJ 609-924-2424
SEC Registered
Total AUM
$52.1M
Discretionary
$51M
Employees
1
Clients
51
Accounts
309
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 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 |
|---|---|---|---|---|
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERRSTROM, CONSTANCE, JOY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (3)
NH NJ PA
Address
711 EXECUTIVE DRIVEPRINCETON, NJ 08540
United States
Phone: 609-924-2424