THE PLANNERS NETWORK, INC.

TEMECULA, California·22 registered advisors·CRD# 108355
SEC# 801-60247951-676-6288
01

Firm Overview

AUM
$109M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE PLANNERS NETWORK, INC.

22 registered advisors
David John Vanderzwaag
TEMECULA, California
David Mark Stern
TEMECULA, California
David Nathan Williams
TEMECULA, California
Dennis Frank Rose
TEMECULA, California
Glenn Edward Duncan
TEMECULA, California
Harold Edward Klein
TEMECULA, California
Jeffrey Kenneth Stark
TEMECULA, California
Jerry William Wilk
TEMECULA, California
Jon Alan Kerby
TEMECULA, California
Joseph Tim Tobin
TEMECULA, California
Karen Bjorklund Locklin
TEMECULA, California
Mark Douglas Hansen
TEMECULA, California
Mark James Sudol
TEMECULA, California
Michael David Sutherland
TEMECULA, California
Nadine Marie Lord
TEMECULA, California
Pasquale Vitucci
TEMECULA, California
Paul Jeremiah Toohey
TEMECULA, California
Richard Paul Sturm
TEMECULA, California
Risdan Depaul Kasper
TEMECULA, California
Terry Patrick Welsh
TEMECULA, California
Thomas Gregory Feenan
TEMECULA, California
Thomas John Wolf
TEMECULA, California
05

Office Locations

TEMECULA, California
22 advisors

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Data sourced from SEC Form ADV filings. THE PLANNERS NETWORK, INC. (CRD# 108355) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.