KPLANS INVESTMENT SERVICES, INC.

KPLANS INVESTMENT SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 135704). Regulatory assets under management: $77.5M.

Registration

Officers, owners & control persons (5)

NameRoleLocation
SANSONE STEVEN SAMUELPRESIDENT, SHAREHOLDER; VICE PRESIDENT—
KRAVITZ LOUISCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER—
DAVIS MARK ALTONVICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER—
KRAVITZ DANIELCHAIRMAN, SHAREHOLDER; CHIEF COMPLIANCE OFFICER; PRESIDENT—
MISKJIAN STEPHAN JOHNCHIEF COMPLIANCE OFFICER—

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