RIA Intelligence

LIFESTYLE PLANNING SOLUTIONS, LLC

CRD #164456 SEC #801-114500 ALPHARETTA, GA 678-867-7050
SEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
Employees
13
Clients
1
Accounts
94

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2019
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLANTON, DOUGLAS, LEEICHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICERNA
KENT, RICK, LEEICEO & CHIEF COMPLIANCE OFFICERNA Control
KENT, RICK, LEEICEO & CHIEF COMPLIANCE OFFICERNA Control
WOOD, AMELIA, BABASAICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA
MERIT FINANCIAL GROUP, LLCDEOWNERE Control
MERIT FINANCIAL GROUP, LLCDEOWNERE Control
MERIT FINANCIAL GROUP, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FINANCIAL DEVELOPMENT SYSTEMS, LLCDEMERIT FINANCIAL GROUP, LLCF
FINANCIAL DEVELOPMENT SYSTEMS, LLCDEMERIT FINANCIAL GROUP, LLCF
FINANCIAL DEVELOPMENT SYSTEMS, LLCDEMERIT FINANCIAL GROUP, LLCF
WISDOM THEORY FINANCIAL HOLDINGS, LLCDEMERIT FINANCIAL GROUP, LLCF
WISDOM THEORY FINANCIAL HOLDINGS, LLCDEMERIT FINANCIAL GROUP, LLCF
WISDOM THEORY FINANCIAL HOLDINGS, LLCDEMERIT FINANCIAL GROUP, LLCF
MERIT FINANCIAL, INC.DEMERIT FINANCIAL GROUP, LLCD Control
MERIT FINANCIAL, INC.DEMERIT FINANCIAL GROUP, LLCD Control
MERIT FINANCIAL, INC.DEMERIT FINANCIAL GROUP, LLCD Control
KENT, RICK, LEEIMERIT FINANCIAL, INC.C Control
KENT, RICK, LEEIMERIT FINANCIAL, INC.C Control
KENT, RICK, LEEIMERIT FINANCIAL, INC.C Control

Registrations

Federal

IA
Mar 29, 2019 REGISTERED

Notice Filings (3)

AZ GA TX

Address

2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA, GA 30009
United States
Phone: 678-867-7050