# LEARNVEST PLANNING SERVICES, LLC

LEARNVEST PLANNING SERVICES, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 162453
- Type: SEC-registered investment adviser
- SEC file number: 801-76617
- Location: 41 E. 11TH STREET, 2ND FLOOR, NEW YORK, NY, 10003
- Phone: 212-675-6711
- Latest filing: 2018-03-28
- Clients: 73

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| EWASKO JASON MICHAEL | CCO; CHIEF COMPLIANCE OFFICER | — |
| GARDNER JOHN DAVIS | CCO/CFO/COO; CFO/COO; CHIEF FINANCIAL OFFICER | — |
| VON TOBEL ALEXA LEIGH MARIE | CHIEF EXECUTIVE OFFICER | — |
| SIMMONDS AINSLIE | CHIEF OPERATIONS OFFICER; CHIEF PRODUCT OFFICER | — |
| YERGER STEPHANIE MARIE | DIRECTOR OF FINANCIAL PLANNING | — |
| DONATO BRIDGHET ELIZABETH SARAH | CCO | — |
| GARVEY LUANNE MORRIS | CHIEF COMPLIANCE OFFICER | — |
| KIRKPATRICK STEPHANY MARIE | DIRECTOR OF FINANCIAL PLANNING; VP OF OPERATIONS AND FINANCIAL ADVICE; VP, PRODUCT & ADVICE STRATEGY | — |
| KIRKPATRICK STEPHANY | DIRECTOR OF FINANCIAL PLANNING | — |
| VILLEGAS REBECCA LYNN | CHIEF COMPLIANCE OFFICER | — |
| PIMPO CHRISTOPHER STEPHEN | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162453/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162453/similar
- Related entities: https://search.stillhousedata.com/firm/162453/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162453

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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.