STRATEGIC PLANNING, INC.

STRATEGIC PLANNING, INC. of COLUMBUS, OH is an SEC-registered investment adviser (CRD 139648). Regulatory assets under management: $376.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Brent Patrick NicksCHIEF COMPLIANCE OFFICER
Stanley Ray EdgellPRESIDENT
Sean Gavin EdgellOPERATIONS
Candy Johnson PalugiCHIEF COMPLIANCE OFFICER
EDGELL STANLEY RAYPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
EDGELL SEAN GAVINOPERATIONS

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