# THE PLANNERS NETWORK, INC.

THE PLANNERS NETWORK, INC. of TEMECULA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108355
- Type: SEC-registered investment adviser
- SEC file number: 801-60247
- Location: 43418 BUSINESS PARK DR., TEMECULA, CA, 92590
- Phone: 951-676-6288
- Latest filing: 2017-09-08
- Regulatory AUM: $109.4M
- Discretionary AUM: $108.2M
- Non-discretionary AUM: $1.2M
- Clients: 11
- Accounts: 500

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| STERN PETER MARK | CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| KASPER RISDAN DEPAUL | DIRECTOR | — |
| JOHNSON JOHN SCOTT | CFO; DIRECTOR | — |
| WOLF THOMAS JOHN | CEO/DIRECTOR; CHAIRMAN & CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LOCKLIN KAREN BJORKLUND | COO; CORPORATE SECRETARY; CORPORATE SECRETARY &  COO (+2 more) | — |
| STEVENS DAVID ANTHONY | CFO; DIRECTOR | — |
| WELSH TERRY PATRICK | CHAIRMAN OF THE RIA INVESTMENT COMMITTEE; CHIEF COMPLIANCE OFFICER; INVESTMENT COMMITTEE CHAIRMAN (+2 more) | — |
| HANSEN BLAIR DOUGLAS | CFO; DIRECTOR; PRESIDENT | — |
| STARK JEFFREY KENNETH | DIRECTOR; PRESIDENT | — |
| TOOHEY PAUL JEREMIAH | DIRECTOR; DIRECTOR OF RIA | — |
| WILLIAMS DAVID NATHAN | CHAIRMAN; DIRECTOR; PRESIDENT | — |
| KLEIN HAROLD EDWARD | CHAIRMAN | — |
| PASH MARK STEVEN | DIRECTOR; PRESIDENT/DIRECTOR | — |
| BRAZIEL JAMES HUBERT | DIRECTOR | — |
| KIPP STEPHEN JOSEPH | DIRECTOR | — |
| FINIGAN JOHN MEADE | DIRECTOR | — |
| TAXON ALAN BURTON | CFO; CFO/DIRECTOR | — |
| DUNCAN GLENN EDWARD | CHAIRMAN/DIRECTOR; DIRECTOR; DIRECTOR AND TREASURER | — |
| LOCKLIN WILLIAM RAY | DIRECTOR | — |
| YAKOBOVICH WILLIAM NICHOLAS | DIRECTOR | — |
| CAMPBELL CAROLYN JILL | DIRECTOR | — |
| KERBY JON ALAN | CFO; DIRECTOR; TREASURER | — |
| VANDERZWAAG DAVID JOHN | DIRECTOR; DIRECTOR AND TREASURER | — |
| FUKAGAWA RON MASAMI | DIRECTOR | — |
| WILK JERRY WILLIAM | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108355/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108355/similar
- Related entities: https://search.stillhousedata.com/firm/108355/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108355

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.