PLANNERS ALLIANCE, LLC
Legal name: PLANNERS ALLIANCE
CRD #290575 SEC #801-112051 HOLLAND, MI 866-530-1400
SEC Registered
Total AUM
$286.6M
Discretionary
$286.6M
Employees
20
Clients
11
Accounts
3,398
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2020
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Koeman, Katie, Lyn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, STEVE, MARK | I | MANAGING MEMBER | E | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | MEMBER | C | Control |
| OSTERINK, JANINE, LEE | I | CCO | A | Control |
| OSTERINK, JANINE, LEE | I | CCO | A | Control |
Registrations
Federal
IA
Jul 10, 2020 REGISTERED
Notice Filings (29)
AL AZ CA CO FL GA ID IL IN MA MD ME MI MN MT NC NM NV NY OH OR SC SD TN TX UT VA WA WI
Address
148 S. RIVER AVE.STE. 301
HOLLAND, MI 49423
United States
Phone: 866-530-1400