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—

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