BALANCED FINANCIAL PLANNING, INC.
CRD #128161 SEC #801-121980 OVERLAND PARK, KS 913-677-1090
SEC Registered
Total AUM
$180.9M
Discretionary
$103.8M
Employees
4
Clients
101
Accounts
84
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 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 |
|---|---|---|---|---|
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | E | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | E | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | E | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BALANCED FINANCIAL PLANNING, INC | DE | OWNER | D | Control |
| BALANCED FINANCIAL PLANNING, INC | DE | OWNER | D | Control |
| BALANCED FINANCIAL PLANNING, INC | DE | OWNER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | PRESIDENT | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DANIELSON, ROSEMARY, OTHELIA | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | PRESIDENT | D | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | C | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | C | Control |
| FRITZ, JO, ELLEN | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (4)
KS MO NE TX
Address
6701 W. 64TH STREETSUITE 223
OVERLAND PARK, KS 66202-4091
United States
Phone: 913-677-1090