# PLANNERS ALLIANCE, LLC

PLANNERS ALLIANCE, LLC of HOLLAND, MI is an SEC-registered investment adviser.

## Registration

- CRD: 290575
- Type: SEC-registered investment adviser
- SEC file number: 801-112051
- Location: 148 S. RIVER AVE., STE. 301, HOLLAND, MI, 49423
- Phone: 866-530-1400
- Latest filing: 2020-07-10
- Regulatory AUM: $286.6M
- Discretionary AUM: $286.6M
- Clients: 20
- Accounts: 3,398

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| OSTERINK STEVEN MARK | MANAGING MEMBER | — |
| OSTERINK JANINE LEE | CCO; MEMBER; MEMBER - CHIEF COMPLIANCE OFFICER | — |
| KOEMAN KATIE LYN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290575/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290575/similar
- Related entities: https://search.stillhousedata.com/firm/290575/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290575

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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.