PLANPILOT, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 160319). Regulatory assets under management: $5.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Mark Allen Olsen | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Jerry Robert Steinborn | MEMBER | — |
| OLSEN MARK O | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CERASANI JOHN JOSEPH | MEMBER; PARTNER | — |
| STEINBORN JERRY ROBERT | MEMBER | — |
| OLSEN MARK ALLEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |