STRATEGIC PLANNING, INC.
CRD #139648 SEC #801-110105 COLUMBUS, OH 614-802-0170
SEC Registered
Total AUM
$324.9M
Discretionary
$324.9M
Employees
4
Clients
251
Accounts
1,051
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 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 |
|---|---|---|---|---|
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| EDGELL, SEAN, GAVIN | I | OPERATIONS | NA | |
| NICKS, BRENT, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EDGELL, STANLEY, RAY | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (10)
AZ CA FL MA ME MO OH TN TX WV
Address
7730 OLENTANGY RIVER ROADCOLUMBUS, OH 43235
United States
Phone: 614-802-0170