FINANCIALPLANNING4ME, LLC
CRD #289079 SEC #801-110981 BUENA VISTA, CO (719) 966-5068
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 2017
- 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 |
|---|---|---|---|---|
| SCHUMANN, ROBERT, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMANN, ROBERT, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMANN, ROBERT, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMANN, ROBERT, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMANN, ROBERT, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TKT TECHNOLOGIES, INC. | FE | MANAGING MEMBER | E | Control |
| TKT TECHNOLOGIES, INC. | FE | PRINCIPAL | E | Control |
| TKT TECHNOLOGIES, INC. | FE | MANAGING MEMBER | E | Control |
| TKT TECHNOLOGIES, INC. | FE | MANAGING MEMBER | E | Control |
| TKT TECHNOLOGIES, INC. | FE | MANAGING MEMBER | E | Control |
| FINANCIAL STAGES, LLC | DE | MANAGING MEMBER | B | |
| FINANCIAL STAGES, LLC | DE | PRINCIPAL | B | |
| FINANCIAL STAGES, LLC | DE | MANAGING MEMBER | B | |
| FINANCIAL STAGES, LLC | DE | MANAGING MEMBER | B | |
| FINANCIAL STAGES, LLC | DE | MANAGING MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHUMANN, ROBERT, JAMES | I | FINANCIAL STAGES, LLC | E | Control |
| SCHUMANN, ROBERT, JAMES | I | FINANCIAL STAGES, LLC | E | Control |
| SCHUMANN, ROBERT, JAMES | I | FINANCIAL STAGES, LLC | E | Control |
| SCHUMANN, ROBERT, JAMES | I | FINANCIAL STAGES, LLC | E | Control |
| SCHUMANN, ROBERT, JAMES | I | FINANCIAL STAGES, LLC | E | Control |
| RON, DAVID, ZVI | I | TKT TECHNOLOGIES, INC. | C | Control |
| RON, DAVID, ZVI | I | TKT TECHNOLOGIES, INC. | C | Control |
| RON, DAVID, ZVI | I | TKT TECHNOLOGIES, INC. | C | Control |
| RON, DAVID, ZVI | I | TKT TECHNOLOGIES, INC. | C | Control |
| RON, DAVID, ZVI | I | TKT TECHNOLOGIES, INC. | C | Control |
| TAUB, ELDAD | I | TKT TECHNOLOGIES, INC. | C | Control |
| TAUB, ELDAD | I | TKT TECHNOLOGIES, INC. | C | Control |
| TAUB, ELDAD | I | TKT TECHNOLOGIES, INC. | C | Control |
| TAUB, ELDAD | I | TKT TECHNOLOGIES, INC. | C | Control |
| TAUB, ELDAD | I | TKT TECHNOLOGIES, INC. | C | Control |
Registrations
Federal
IA
Aug 15, 2017 REGISTERED
Notice Filings (1)
CO
Address
912 S. MAIN STREETBUENA VISTA, CO 81211
United States
Phone: (719) 966-5068