PLANPILOT, LLC
Legal name: PLANPILOT
CRD #160319 SEC #801-73176 CHICAGO, IL 312-973-4911
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
14
Clients
--
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 20, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OLSEN, MARK, O | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CERASANI, JOHN, JOSEPH | I | MEMBER | B | |
| CERASANI, JOHN, JOSEPH | I | MEMBER | B | |
| CERASANI, JOHN, JOSEPH | I | MEMBER | B | |
| CERASANI, JOHN, JOSEPH | I | PARTNER | B | |
| CERASANI, JOHN, JOSEPH | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B | |
| STEINBORN, JERRY, ROBERT | I | MEMBER | B |
Registrations
Federal
IA
Jun 20, 2025 REGISTERED
Notice Filings (20)
CA CO FL IA IL IN KY MA MI MN MO NE NJ NY OH PA TX UT WA WI
Address
223 WEST JACKSONSUITE 800
CHICAGO, IL 60606
United States
Phone: 312-973-4911