Kplans Investment Services Inc
Legal Name: KPLANS INVESTMENT SERVICES, INC.
Full Contact Details
Kplans Investment Services Inc
27240 TURNBERRY LANE, SUITE 200, VALENCIA, CA
888-686-4015
888-686-4015
Other Info
Kplans Investment Services Inc, legally registered as KPLANS INVESTMENT SERVICES, INC., is a California-based corporation with 7 employees, including 3 in advisory positions. Although the number of clients it serves is undisclosed, the firm's SEC status is listed as Approved, with a registration date of Jun 23, 2005.
SageView Advisory Group Retirement Plan Consultants
SageView advises on over 1,900 defined contribution, defined benefit and deferred compensation plans and more than 4,000 households totaling $151 billion of client assets. Our advisors each have extensive experience in the financial industry and have worked with some of the larg
Direct Owners
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DANIEL KRAVITZ
CHAIRMAN, SHAREHOLDER owns more than 50% but less than 75%
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STEPHAN JOHN MISKJIAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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STEVEN SAMUEL SANSONE
PRESIDENT, SHAREHOLDER owns more than 25% but less than 50%