PLAN INC

TOPEKA, Kansas·1 registered advisor·CRD# 108588
SEC# 801-56830785-357-7777
01

Firm Overview

AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLAN INC

1 registered advisor
Mark Allen Schneider
TOPEKA, Kansas
CFP
05

Office Locations

TOPEKA, Kansas
1 advisor

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Data sourced from SEC Form ADV filings. PLAN INC (CRD# 108588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.