XELAN FINANCIAL PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 123794).
| Name | Role | Location |
|---|---|---|
| GUESS LEWIS DONALD | MAJORITY OWNER; MAJORITY OWNER/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MURPHY MELISSA | SECRETARY | — |
| LOCKO STEPHEN MICHAEL | EXECUTIVE VICE PRESIDENT | — |
| WACHENDORFER CHARLES FRANCIS | PRESIDENT | — |
| WASCHER HEATHER LYNNE | SECRETARY | — |