# PLAN STRATEGIES INC

PLAN STRATEGIES INC of CENTENNIAL, CO is an SEC-registered investment adviser.

## Registration

- CRD: 110048
- Type: SEC-registered investment adviser
- SEC file number: 801-111942
- Location: 5975 S QUEBEC, SUITE 300, CENTENNIAL, CO, 80111
- Phone: 303-658-3500
- Latest filing: 2021-06-30
- Regulatory AUM: $292.3M
- Discretionary AUM: $188.3M
- Non-discretionary AUM: $104.1M
- Clients: 3
- Accounts: 189

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| MCQUILLEN JOSEPH DANIEL | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| MCQUILLEN PAULA LOUISE | VICE PRESIDENT, DIRECTOR | — |
| WEISS GEORGE ALLEN | DIRECTOR | — |
| JOHNSON CRAIG RANDALL | COO; COO, PRESIDENT | — |
| BERIAULT ROBERT HARVEY | OWNER; PRESIDENT & CEO | — |
| Gotham Kimberly Ann | CCO; CCO, VICE PRESIDENT | — |
| ANNALORA MATTHEW ANTHONY | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110048/similar
- Related entities: https://search.stillhousedata.com/firm/110048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110048

---

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.