RIA Intelligence

LEARNVEST PLANNING SERVICES, LLC

CRD #162453 SEC #801-76617 NEW YORK, NY 212-675-6711
SEC Registered
Total AUM
--
Discretionary
--
Employees
73
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2018
Branch Offices
6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
DONATO, BRIDGHET, ELIZABETH SARAHICCONA
EWASKO, JASON, MICHAELICCONA
EWASKO, JASON, MICHAELICCONA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICCONA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICCONA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICCONA
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICFO/COONA Control
GARDNER, JOHN, DAVISICCO/CFO/COONA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARDNER, JOHN, DAVISICHIEF FINANCIAL OFFICERNA Control
GARVEY, LUANNE, MORRISICHIEF COMPLIANCE OFFICERNA
GARVEY, LUANNE, MORRISICHIEF COMPLIANCE OFFICERNA
KIRKPATRICK, STEPHANYIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIVP OF OPERATIONS AND FINANCIAL ADVICENA Control
KIRKPATRICK, STEPHANY, MARIEIVP, PRODUCT & ADVICE STRATEGYNA Control
KIRKPATRICK, STEPHANY, MARIEIVP, PRODUCT & ADVICE STRATEGYNA Control
KIRKPATRICK, STEPHANY, MARIEIVP, PRODUCT & ADVICE STRATEGYNA Control
PIMPO, CHRISTOPHER, STEPHENICHIEF OPERATING OFFICERNA
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF PRODUCT OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
SIMMONDS, AINSLIEICHIEF OPERATIONS OFFICERNA Control
VILLEGAS, REBECCA, LYNNICHIEF COMPLIANCE OFFICERNA
VILLEGAS, REBECCA, LYNNICHIEF COMPLIANCE OFFICERNA
VILLEGAS, REBECCA, LYNNICHIEF COMPLIANCE OFFICERNA
VILLEGAS, REBECCA, LYNNICHIEF COMPLIANCE OFFICERNA
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
VON TOBEL, ALEXA, LEIGH MARIEICHIEF EXECUTIVE OFFICERNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
YERGER, STEPHANIE, MARIEIDIRECTOR OF FINANCIAL PLANNINGNA Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control
LEARNVEST, INC.DEMANAGING MEMBER/SOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
ACCEL X ASSOCIATES L.L.C.DEACCEL X ASSOCIATES L.L.C.F Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
NM PLANNING, LLCDELEARNVEST, INC.E Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANYDENM PLANNING, LLCE Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control
ACCEL X, L.P.DELEARNVEST, INC.C Control

Registrations

Federal

IA
Mar 28, 2018 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

41 E. 11TH STREET
2ND FLOOR
NEW YORK, NY 10003
United States
Phone: 212-675-6711