BALANCED FINANCIAL PLANNING, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 128161). Regulatory assets under management: $181.3M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jo Ellen Fritz | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DANIELSON ROSEMARY OTHELIA | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| FRITZ JO ELLEN | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |