The Planned Approach Inc
Legal Name: THE PLANNED APPROACH, INC.
Full Contact Details
The Planned Approach Inc
420 W 98TH STREET, SUITE 1, KANSAS CITY, MO
816-941-0098
888-505-1522
Other Info
THE PLANNED APPROACH, INC. is a Kansas-based company that specializes in financial advisory services. The firm has a small team of 5 employees, 3 of whom hold advisory roles. Though the exact number of clients served by the firm is unknown, it has been approved by the U.S. Securities and Exchange Commission, with a registration date of March 28, 2013.
Direct Owners
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KELLY JEANNE HOKANSON
SHAREHOLDER/ PRESIDENT owns more than 25% but less than 50%
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STACI DIANN PETERSON
SHAREHOLDER/ CHIEF OPERATING OFFICER owns more than 10% but less than 25%
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STEPHANIE LYN GUERIN
SHAREHOLDER/ CEO/ CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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