Planners Financial Services Inc
Legal Name: PLANNERS FINANCIAL SERVICES, INC.
1210 NORTHLAND DRIVE, SUITE 190, MENDOTA HEIGHTS, MN
651-405-9000
https://www.plannersfinancialservices.com
Frequently Asked Questions (FAQ)
Full Contact Details
Planners Financial Services Inc
1210 NORTHLAND DRIVE, SUITE 190, MENDOTA HEIGHTS, MN
651-405-9000
651-994-2580
Other Info
Planners Financial Services, Inc. is a Minnesota-based corporation that has been approved by the U.S. Securities and Exchange Commission since October 10, 1975. With a total of two employees, including one advisory team member, the firm currently provides financial services to a client base of 198 individuals.
Direct Owners
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DEBORAH CARTER MCCOY
BOARD MEMBER, SECRETARY owns less than 5%
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DONALD LEAVITT MCCOY
PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER owns 75% or more
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TRACY ANNE GUSTAFSON
SENIOR VICE PRESIDENT owns less than 5%