THE PLANNED APPROACH, INC.
Legal name: THE PLANNED APPROACH
CRD #309276 SEC #801-118945 KANSAS CITY, MO 816-941-0098
SEC Registered
Total AUM
$265.8M
Discretionary
$265.8M
Employees
4
Clients
101
Accounts
497
Firm Details
- Organization Type
- Corporation
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2021
- 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 |
|---|---|---|---|---|
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GUERIN, STEPHANIE, LYN | I | SHAREHOLDER/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/PRESIDENT | C | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/PRESIDENT | C | Control |
| HOKANSON, KELLY, JEANNE | I | SHAREHOLDER/PRESIDENT | C | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/CHIEF OPERATING OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/CHIEF OPERATING OFFICER | B | Control |
| PETERSON, STACI, DIANN | I | SHAREHOLDER/CHIEF OPERATING OFFICER | B | Control |
Registrations
Federal
IA
Feb 18, 2021 REGISTERED
Notice Filings (4)
KS MO NE TX
Address
420 W. 98TH STREETKANSAS CITY, MO 64114
United States
Phone: 816-941-0098