FINANCIAL PLANNING SERVICES, INC.
CRD #311146 SEC #801-119824 FORT LAUDERDALE, FL 954-526-8339
SEC Registered
Total AUM
$145M
Discretionary
$145M
Employees
2
Clients
51
Accounts
326
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
| BURKE, KELLY, GENE | I | CEO/CCO | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (3)
CA FL NC
Address
2400 EAST COMMERCIAL BOULEVARDSUITE 706
FORT LAUDERDALE, FL 33308
United States
Phone: 954-526-8339