RELIANT WEALTH PLANNING, LLC
Legal name: RELIANT WEALTH PLANNING
CRD #285923 SEC #801-108746 LOUISVILLE, KY 646-450-9357
SEC Registered
Total AUM
--
Discretionary
--
Employees
8
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 23, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLEEGE, TRICIA, ANN | I | CCO | NA | |
| FLEEGE, TRICIA, ANN | I | CCO | NA | |
| CHELF, SHAUN, WILLIAM PATRICK | I | FOUNDING PARTNER | D | Control |
| CHELF, SHAUN, WILLIAM PATRICK | I | FOUNDING PARTNER | D | Control |
| CLARK, LAURA, J | I | FOUNDING PARTNER | D | Control |
| CLARK, LAURA, J | I | FOUNDING PARTNER | D | Control |
Registrations
Federal
IA
Nov 23, 2016 REGISTERED
Address
301 TOWNEPARK CIRCLELOUISVILLE, KY 40243
United States
Phone: 646-450-9357