ASSET PLANNING SERVICES LTD. of HARLEYSVILLE, PA is an SEC-registered investment adviser (CRD 105727). Regulatory assets under management: $815.6M.
| Name | Role | Location |
|---|---|---|
| CLARK JEAN MARIE | EXECUTIVE VICE PRESIDENT; EXEC VP, CHIEF COMPLIANCE OFFICER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| VOLPE RICHARD JOHN | CHIEF COMPLIANCE OFFICER (5/2021); PRESIDENT/FOUNDER; BOARD OF DIRECTORS; PRESIDENT/FOUNDER; PRESIDENT/FOUNDER; BOARD OF DIRECTORS (+2 more) | — |
| ROBERTS SEAN MARK | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; BOARD OF DIRECTORS; VICE PRES. INVESTMENT ADV | — |
| HALVORSEN MICHAEL ALAN | FORMER EMPLOYEE; SR. VICE PRESIDENT; VICE PRES. CORP.SERVICES | — |
| LINDBLOM MELISSA | CHILD OF RICHARD VOLPE | — |
| VOLPE MATTHEW | CHILD OF RICHARD VOLPE | — |
| VOLPE MICHELLE | CHILD OF RICHARD VOLPE | — |
| VOLPE MEGAN | CHILD OF RICHARD VOLPE | — |
| VOLPE MELISSA | CHILD OF RICHARD VOLPE | — |
| RHODES MICHELLE | CHILD OF RICHARD VOLPE | — |
| LANDIS BETHANY JILL | SENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORS | — |
| ESQUIRELL DANIEL JAMES | SENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORS | — |
| HEWITT MICHELE LYN | DIRECTOR, TAX PLANNING AND PREPERATION | — |
| BLACKNEY KATHERINE VERONICA | DIRECTOR, ESTATE AND CHARITABLE PLANNING | — |