AFFORDABLE LIFE PLANS, LLC

AFFORDABLE LIFE PLANS, LLC of FRISCO, TX is an SEC-registered investment adviser (CRD 164009). Regulatory assets under management: $3K.

Registration

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (8)

NameRoleLocation
KNAPP MATTHEW PAULMANAGING MEMBER; PRESIDENT
TALBERT KENNETH LEROYCEO; SILENT OWNER
WINEBRENNER MATTHEW LAWRENCEMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SILENT OWNER
BOYD ROBERT WMEMBER
LEADERER JAMES PATRICKCHIEF COMPLIANCE OFFICER
TALBERT JAMES BRAXTONCHIEF COMPLIANCE OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT; OWNER (+1 more)
AMERSON TIMOTHY DENNISCHIEF COMPLIANCE OFFICER
TALBERT JAMESDIRECTOR OF BUSINESS DEVELOPMENT; SILENT OWNER

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