PLANROCK INVESTMENT MANAGEMENT, LLC
Legal name: PLANROCK WEALTH STRATEGIES, LLC
CRD #304803 SEC #801-118167 FRANKLIN, TN 800-677-6025
SEC Registered
Total AUM
$64.4M
Discretionary
$64.4M
Employees
7
Clients
0
Accounts
115
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 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 |
|---|---|---|---|---|
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
| HAMMERS, STEPHEN, MICHAEL | I | CCO / MANAGING PARTNER/CIO | E | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (2)
TN TX
Address
6700 TOWER CIRCLESUITE 330
FRANKLIN, TN 37067
United States
Phone: 800-677-6025