THE PLANNED APPROACH, INC.
Legal name: THE PLANNED APPROACH
CRD #166638 SEC #801-77739 KANSAS CITY, MO 816-941-0098
SEC Registered
Total AUM
$226.5M
Discretionary
$226.5M
Employees
5
Clients
101
Accounts
477
Firm Details
- Organization Type
- Corporation
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2020
- 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 |
|---|---|---|---|---|
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/ CEO/ CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/ CEO/ CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/ CEO/ CHIEF COMPLIANCE OFFICER | D | Control |
| HOKANSON, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | PARTNER | D | Control |
| HOKANSON, KELLY, JEANNE | I | PARTNER | D | Control |
| HOKANSON, KELLY, JEANNE | I | PARTNER | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| VOITENKO, KELLY, JEANNE | I | VICE PRESIDENT | D | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/ PRESIDENT | C | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/ PRESIDENT | C | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/ PRESIDENT | C | Control |
| PETERSON, STACI, DIANN | I | CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/ CHIEF OPERATING OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/ CHIEF OPERATING OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/ CHIEF OPERATING OFFICER | B | Control |
Registrations
Federal
IA
Mar 17, 2020 REGISTERED
Notice Filings (4)
KS MO NE TX
Address
420 W 98TH STREET, SUITE 1KANSAS CITY, MO 64114
United States
Phone: 816-941-0098