PLANNERS FINANCIAL SERVICES, INC.
CRD #6751 SEC #801-11036 MENDOTA HEIGHTS, MN 651-405-9000
SEC Registered Broker-Dealer
Total AUM
$96.4M
Discretionary
$96.4M
Employees
2
Clients
101
Accounts
501
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- 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 |
|---|---|---|---|---|
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| CARTER MCCOY, DEBORAH | I | BOARD MEMBER, SECRETARY | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| GUSTAFSON, TRACY ANNE | I | SENIOR VICE PRESIDENT | NA | |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| KEATING, JAMES LAWRENCE JR | I | SR. VICE PRESIDENT SECRETARY TREASURER | NA | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCOY, DONALD LEAVITT | I | VICE PRESIDENT & SECRETARY | NA | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT | NA | Control |
| SOREM, STANLEY EUGENE | I | SR. VICE PRESIDENT | NA | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER | E | Control |
| MONTGOMERY, HENRY IRVING | I | CHAIRMAN AND CEO | E | Control |
| MONTGOMERY, HENRY IRVING | I | CHAIRMAN,CEO & TREASURER | E | Control |
| MONTGOMERY, HENRY IRVING | I | CHAIRMAN AND CEO | E | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| MCCOY, DONALD LEAVITT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | Control |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | Control |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | Control |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | |
| KEATING, VICTORIA RAE | I | BOARD MEMBER | C | |
| MONTGOMERY, BARBARA LOUISE | I | BOARD MEMBER | A | Control |
| MONTGOMERY, BARBARA LOUISE | I | BOARD MEMBER | A | Control |
| MONTGOMERY, BARBARA LOUISE | I | BOARD MEMBER | A | Control |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (7)
AZ CA FL IL MN TX WI
Address
1210 NORTHLAND DRIVESUITE 190
MENDOTA HEIGHTS, MN 55120
United States
Phone: 651-405-9000