Full text of INVESTMENT PLANNERS, INC.'s X-17A-5 filed 2020-02-28 (period 2019-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------  # **Annual Financial Report** **For the year ended December 31, 2019** **PUBLIC** {1}------------------------------------------------ **UNITEDSTATES SECURITIESANDEXCHANGECOMMISSION Washington, D.C. 20549** OMB APPROVAL OMB Number: 3235-0123 Expires: "VHVTU Estimated average burden hours per response.. . . . . 12.00 **8-** SEC FILE NUMBER 35642 ## **ANNUAL AUDITED REPORT FORM X-17A-5 PART III** **FACING PAGE** **Information Required of Brokers and Dealers Pursuant to Section 17 of the Securities Exchange Act of 1934 and Rule 17a-5 Thereunder** | | 01/01/2019<br>12/31/2019<br>REPORT FOR THE PERIOD BEGINNING______________________________<br>AND ENDING______________________________ | | | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------|-------------------|--------------------------------| | | MM/DD/YY | | MM/DD/YY | | A. | REGISTRANT IDENTIFICATION | | | | Investment<br>Planners,<br>Inc.<br>NAME OF BROKER-DEALER: | | OFFICIAL USE ONLY | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | | | FIRM I.D. NO. | | 226<br>West<br>Eldorado<br>St.<br>___________________________________________________________________________________________________________________ | | | | | | (No. and Street) | | | | Decatur<br>_____________________________________________________________________________________________________________________ | IL | | 62522 | | (City) | (State) | | (Zip Code) | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT<br>_____________________________________________________________________________________________________________________<br>Nea Brinson (217) 542-1216 | | | | | | | | (Area Code – Telephone Number) | | B. | ACCOUNTANT IDENTIFICATION | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose opinion is contained in this Report*<br>Ryan<br>&<br>Juraska<br>LLP<br>_____________________________________________________________________________________________________________________ | | | | | | (Name – if individual, state last, first, middle name) | | | | 141<br>West<br>Jackson<br>Blvd.,<br>__________________________________…Read the full text as markdown