THE PLANNED APPROACH, INC. of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 166638). Regulatory assets under management: $226.5M.
| 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 | — |