S.E.E.D. PLANNING GROUP, LLC

S.E.E.D. PLANNING GROUP, LLC of BINGHAMTON, NY is an SEC-registered investment adviser (CRD 188521). Regulatory assets under management: $568.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (36)

Showing 25 of 36 people.

NameRoleLocation
Todd M WilcoxCHIEF COMPLIANCE OFFICERMaitland, FL
Fred Gene CostantinoSENIOR INVESTMENT ANALYST
Travis Ed MausCHIEF EXECUTIVE OFFICER
Kerstin Marie Driscoll-WittDIRECTOR OF SUITE(K)
David Anthony NirchiCHIEF OPERATING OFFICER
Hannah Eva BurchellSENIOR FINANCIAL PLANNER
Jeffrey Paul ChaseSENIOR VP FINANCIAL PLANNING; SENIOR VP WEALTH MANAGEMENT
Bradley Scott EatonSENIOR VICE PRESIDENT OF INVESTMENT SERVICES
Jessica Ruth BlakeMANGER, TAX PLANNING AND SENIOR WEALTH MANAGER
Jamie SheltonSENIOR WEALTH MANAGER
Daniel KainMANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER
Tyler ShervenMANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER
Amanda Mae TichenorSENIOR ADMINISTRATIVE COORDINATOR
William Ridgway HamiltonCHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER
Stephen James CampbellSENIOR MARKETING DIRECTOR
Emmaline Taylor ShaferSR. MANAGER, ADMIN AND OPERATIONS
CAMPBELL ANDREW JAMESSENIOR VP CLIENT EXPERIENCE
MAUS TRAVISMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
MAUS TRAVIS EDCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
BERKELEY RYAN SEANPARTNER AND FINANCIAL PLANNER; SENIOR WEALTH MANAGER
COSTANTINO FRED GENECHIEF INVESTMENT OFFICER AND WEALTH MANAGER; SENIOR INVESTMENT ANALYST
MICHAELS AMY CECILEOWNER
CAMPBELL STEPHEN JOWNER; SENIOR VP CLIENT EXPERIENCE
CHASE KEVIN PAULSENIOR VP FINANCIAL PLANNING
WILCOX TODD MCHIEF COMPLIANCE OFFICER

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