THE PLANNERS NETWORK, INC.

THE PLANNERS NETWORK, INC. of TEMECULA, CA is an SEC-registered investment adviser (CRD 108355). Regulatory assets under management: $109.4M.

Registration

Officers, owners & control persons (39)

Showing 25 of 39 people.

NameRoleLocation
STERN PETER MARKCHIEF COMPLIANCE OFFICER; DIRECTOR
KASPER RISDAN DEPAULDIRECTOR
JOHNSON JOHN SCOTTCFO; DIRECTOR
WOLF THOMAS JOHNCEO/DIRECTOR; CHAIRMAN & CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (+1 more)
LOCKLIN KAREN BJORKLUNDCOO; CORPORATE SECRETARY; CORPORATE SECRETARY & COO (+2 more)
STEVENS DAVID ANTHONYCFO; DIRECTOR
WELSH TERRY PATRICKCHAIRMAN OF THE RIA INVESTMENT COMMITTEE; CHIEF COMPLIANCE OFFICER; INVESTMENT COMMITTEE CHAIRMAN (+2 more)
HANSEN BLAIR DOUGLASCFO; DIRECTOR; PRESIDENT
STARK JEFFREY KENNETHDIRECTOR; PRESIDENT
TOOHEY PAUL JEREMIAHDIRECTOR; DIRECTOR OF RIA
WILLIAMS DAVID NATHANCHAIRMAN; DIRECTOR; PRESIDENT
KLEIN HAROLD EDWARDCHAIRMAN
PASH MARK STEVENDIRECTOR; PRESIDENT/DIRECTOR
BRAZIEL JAMES HUBERTDIRECTOR
KIPP STEPHEN JOSEPHDIRECTOR
FINIGAN JOHN MEADEDIRECTOR
TAXON ALAN BURTONCFO; CFO/DIRECTOR
DUNCAN GLENN EDWARDCHAIRMAN/DIRECTOR; DIRECTOR; DIRECTOR AND TREASURER
LOCKLIN WILLIAM RAYDIRECTOR
YAKOBOVICH WILLIAM NICHOLASDIRECTOR
CAMPBELL CAROLYN JILLDIRECTOR
KERBY JON ALANCFO; DIRECTOR; TREASURER
VANDERZWAAG DAVID JOHNDIRECTOR; DIRECTOR AND TREASURER
FUKAGAWA RON MASAMIDIRECTOR
WILK JERRY WILLIAMDIRECTOR

More on this firm