PENSION PLANNING SOLUTIONS, INC.
CRD #126393 SEC #801-67290 GREENSBORO, NC 336-389-9922
SEC Registered
Total AUM
$9.1M
Discretionary
$0
Employees
1
Clients
--
Accounts
19
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VAN GILDER, CHRISTY, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| VAN GILDER, CHRISTY, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUINLIVAN, MICHAEL | I | PRESIDENT | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| QUINLIVAN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (4)
NC NJ SC VA
Address
301 SOUTH ELM STREETSUITE 1008
GREENSBORO, NC 27401
United States
Phone: 336-389-9922