KPLANS INVESTMENT SERVICES, INC.
CRD #135704 SEC #801-64439 VALENCIA, CA 661-362-0758
SEC Registered
Total AUM
$77.5M
Discretionary
$66.5M
Employees
5
Clients
--
Accounts
14
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2022
- 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 |
|---|---|---|---|---|
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MISKJIAN, STEPHAN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | D | Control |
| KRAVITZ, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | CHAIRMAN, SHAREHOLDER | D | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | C | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | C | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | C | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | C | Control |
| KRAVITZ, DANIEL | I | PRESIDENT | C | Control |
| KRAVITZ, LOUIS | I | CHIEF FINANCIAL OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF FINANCIAL OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF FINANCIAL OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF FINANCIAL OFFICER | C | Control |
| KRAVITZ, LOUIS | I | CHIEF FINANCIAL OFFICER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| SANSONE, STEVEN, SAMUEL | I | PRESIDENT, SHAREHOLDER | C | Control |
| DAVIS, MARK, ALTON | I | VICE PRESIDENT | B | Control |
| DAVIS, MARK, ALTON | I | VICE PRESIDENT | B | Control |
| DAVIS, MARK, ALTON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| DAVIS, MARK, ALTON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | B | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | B | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | B | Control |
| SANSONE, STEVEN, SAMUEL | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Apr 1, 2022 REGISTERED
Notice Filings (3)
CA LA TX
Address
27240 TURNBERRY LANESUITE 200
VALENCIA, CA 91355
United States
Phone: 661-362-0758