PEACE OF MIND FINANCIAL, INC
Legal name: PEACE OF MIND FINANCIAL PLANNING, INC
CRD #289067 SEC #801-122428 COLORADO SPRINGS, CO 719-836-8181
SEC Registered
Total AUM
$118.1M
Discretionary
$0
Employees
5
Clients
10
Accounts
429
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2025
- 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 |
|---|---|---|---|---|
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEITZ, LINDA, YOWS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Parris-Exline, Danielle, Renee | I | SHAREHOLDER | B | |
| Parris-Exline, Danielle, Renee | I | SHAREHOLDER | B | |
| Parris-Exline, Danielle, Renee | I | SHAREHOLDER | B |
Registrations
Federal
IA
Mar 1, 2025 REGISTERED
Notice Filings (2)
CO TX
Address
7222 COMMERCE CENTER DRIVESUITE 175
COLORADO SPRINGS, CO 80919
United States
Phone: 719-836-8181