RIA Intelligence

PROACTIVE FINANCIAL SERVICES, INC.

Legal name: PROACTIVE FINANCIAL SERVICES, INC.

CRD #38784 SEC #801-61676 LAKE SAINT LOUIS, MO 636-561-0100
SEC Registered Broker-Dealer
Total AUM
$3.7M
Discretionary
$3.7M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Jul 7, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DONNELLY, TONJUA GRACEITREASURER, SECRETARYNA Control
UNTERREINER, JEFFREY JOHNIPRESIDENT, OWNERE Control

Registrations

Federal

IA
Jul 7, 2004 REGISTERED

Address

21 HAWK RIDGE CIRCLE
LAKE SAINT LOUIS, MO 63367
USA
Phone: 636-561-0100