PLAN Confidence Corporation
Legal Name: PLAN CONFIDENCE CORPORATION
1504 STICKNEY POINT RD., SARASOTA, FL
312-373-0772
http://www.planconfidence.com
Frequently Asked Questions (FAQ)
Other Info
Plan Confidence Corporation, a Delaware-based firm legally known as PLAN CONFIDENCE CORPORATION, boasts a team of 32 employees and caters to the investment needs of 113 clients. With one employee serving in an advisory capacity, the SEC has granted the firm an Approved status, as of May 16, 2016.
Plan Confidence™
Got 401k? We combined the best of both worlds . . . Human investment advisers & cutting edge technology to help you best manage your 401k plan!
Direct Owners
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KEVIN THOMAS CLARK
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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MARK REDDICK
CHIEF TECHNOLOGY OFFICER owns more than 50% but less than 75%