Full text of INVESTMENT PLANNERS, INC.'s X-17A-5 filed 2025-03-03 (period 2024-12-31). 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, 2024 PUBLIC {1}------------------------------------------------  ### **Table of Contents December 31, 2024** | Report of Independent Registered Public Accounting Firm | 1 | |---------------------------------------------------------|-----------| | Financial Statement | | | Statement of Financial Condition | 2-3 | | Notes to Financial Statements | 4 -<br>11 | | | | {2}------------------------------------------------ | SECURITIES AND EXCHANGE COMMISSION | | OMB APPROVAL<br>OMB Number 3235 0123<br>Expires. Nov. 30, 2026<br>Estimated average burden<br>hours per response<br>13 | | | | |----------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------|--------------------------------------------|--|--| | | ANNUAL REPORTS | | SEC FILE NUMBER | | | | FORM X-17A-5 | | | 8-35642 | | | | | PART III | | | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | | | Filing for the period beginning 1/1/2024 | | AND ENDING 12/31/2024 | | | | | | MM/DD/YY | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | | NAME OF FIRM: Investment Planners, Inc. | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer - D Security-based swap dealer<br>Check here if respondent is also an OTC derivatives dealer | | | L Major security-based swap participant | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 226 W Eldorado St. | | | | | | | | (No. and Street) | | | | | | Decantur | 11 | | 62522 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | 732-713-9607 | | garyc@investment-planners.com | | | | | | | | | | | Gary Cuccia<br>(Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Ryan & Juraska LLP | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 141 West Jackson Blvd. |…Read the full text as markdown