# PENSION PLANNING SOLUTIONS, INC.

PENSION PLANNING SOLUTIONS, INC. of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 126393
- Type: SEC-registered investment adviser
- SEC file number: 801-67290
- Location: 301 SOUTH ELM STREET, GREENSBORO, NC, 27401
- Phone: 336-389-9922
- Latest filing: 2026-02-27
- Regulatory AUM: $8.7M
- Non-discretionary AUM: $8.7M
- Clients: 1
- Accounts: 17

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Michael Quinlivan | PRESIDENT AND CHIEF COMPLIANCE OFFICER | London, X0 |
| QUINLIVAN MICHAEL | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| VAN GILDER CHRISTY SUSAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126393/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126393/similar
- Related entities: https://search.stillhousedata.com/firm/126393/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126393

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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.