# THE PLANNED APPROACH, INC.

THE PLANNED APPROACH, INC. of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 166638
- Type: SEC-registered investment adviser
- SEC file number: 801-77739
- Location: 420 W 98TH STREET, SUITE 1, KANSAS CITY, MO, 64114
- Phone: 816-941-0098
- Latest filing: 2020-03-17
- Regulatory AUM: $226.5M
- Discretionary AUM: $226.5M
- Clients: 5
- Accounts: 477

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HOKANSON KELLY JEANNE | PARTNER; PRESIDENT; SHAREHOLDER/ PRESIDENT (+1 more) | — |
| GUERIN STEPHANIE LYN | PARTNER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER; SHAREHOLDER/ CEO/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| VOITENKO KELLY JEANNE | VICE PRESIDENT | — |
| PETERSON STACI DIANN | CHIEF INVESTMENT OFFICER; PARTNER, CHIEF INVESTMENT OFFICER; SHAREHOLDER/ CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166638/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166638/similar
- Related entities: https://search.stillhousedata.com/firm/166638/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166638

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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.