THE PLANNED APPROACH, INC. of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 309276). Regulatory assets under management: $265.8M.
| Name | Role | Location |
|---|---|---|
| HOKANSON KELLY JEANNE | SHAREHOLDER/PRESIDENT | — |
| GUERIN STEPHANIE LYN | SHAREHOLDER/CEO/CHIEF COMPLIANCE OFFICER | — |
| PETERSON STACI DIANN | SHAREHOLDER/CHIEF OPERATING OFFICER | — |