Unclaimed Profile

Risdan Depaul Kasper

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 7, Series 63CFPClean record25 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1233904Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Risdan Depaul Kasper · TEMECULA, CA

Registration

CRD #1233904 · THE PLANNERS NETWORK, INC. · 25 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Apr 2023 – present

BARBER FINANCIAL GROUP

Aug 2016 – Dec 2023

Lees Summit, MO

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2008 – Oct 2016

LEES SUMMIT, MO

SECURITIES AMERICA ADVISORS, INC.

Jul 2006 – May 2008

LEE'S SUMMITT, MO

FINANCIAL SECURITY INVESTMENT ADVISORS, INC.

Jan 2001 – Aug 2006

LEE'S SUMMIT, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 2, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Risdan Depaul Kasper offer?

Risdan Depaul Kasper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Risdan Depaul Kasper's credentials?

Risdan Depaul Kasper holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Risdan Depaul Kasper located?

Risdan Depaul Kasper is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Risdan Depaul Kasper charge for services?

Risdan Depaul Kasper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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