THE PLANNING PROJECT LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 297658). Regulatory assets under management: $551.4M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Joel Daniel Hergenreter | CCO | — |
| Paul Michael Rahn | MANAGER | — |
| Christopher Daniel Melber | LEAD TRADER / SYSTEMS OPERATIONS MANAGER; MEMBER; OPERATIONS MANAGER | — |
| Robert Michael Bard | MEMBER | — |
| Brady Allen Cox | MEMBER | — |
| Casey Alan Mack | MEMBER | — |
| RAHN PAUL MICHAEL | MANAGER, CCO | — |
| MELBER CHRISTOPHER DANIEL | MEMBER | — |
| BARD ROBERT MICHAEL | MEMBER | — |
| Thomas William Dunaway | MEMBER | — |