# THE PLANNED APPROACH, INC.

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

## Registration

- CRD: 309276
- Type: SEC-registered investment adviser
- SEC file number: 801-118945
- Location: 420 W. 98TH STREET, KANSAS CITY, MO, 64114
- Phone: 816-941-0098
- Latest filing: 2021-02-18
- Regulatory AUM: $265.8M
- Discretionary AUM: $265.8M
- Clients: 4
- Accounts: 497

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HOKANSON KELLY JEANNE | SHAREHOLDER/PRESIDENT | — |
| GUERIN STEPHANIE LYN | SHAREHOLDER/CEO/CHIEF COMPLIANCE OFFICER | — |
| PETERSON STACI DIANN | SHAREHOLDER/CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309276/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309276/similar
- Related entities: https://search.stillhousedata.com/firm/309276/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309276

---

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.