PLAN STRATEGIES INC

CENTENNIAL, Colorado·7 registered advisors·CRD# 110048
SEC# 801-1119420303-658-3500
01

Firm Overview

AUM
$292M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT
03

Advisors at PLAN STRATEGIES INC

7 registered advisors
Burke Randall Johnson
CENTENNIAL, Colorado
Jerrod Allen Weiss
CENTENNIAL, Colorado
Joseph Daniel Mcquillen
EDEN PRAIRIE, Minnesota
Kimberly Ann Gotham
CENTENNIAL, Colorado
Matthew Anthony Annalora
CENTENNIAL, Colorado
Paula Louise Mcquillen
EDEN PRAIRIE, Minnesota
Robert Harvey Beriault
CENTENNIAL, Colorado
05

Office Locations

CENTENNIAL, Colorado
5 advisors
EDEN PRAIRIE, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. PLAN STRATEGIES INC (CRD# 110048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.