# PLANNERS FINANCIAL SERVICES, INC.

PLANNERS FINANCIAL SERVICES, INC. of MENDOTA HEIGHTS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 6751
- Type: SEC-registered investment adviser
- SEC file number: 801-11036
- Location: 1210 NORTHLAND DRIVE, SUITE 190, MENDOTA HEIGHTS, MN, 55120
- Phone: 651-405-9000
- Latest filing: 2023-03-22
- Regulatory AUM: $96.4M
- Discretionary AUM: $96.4M
- Clients: 2
- Accounts: 501

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| MCCOY DONALD LEAVITT | PRESIDENT; PRESIDENT-CHIEF COMPLIANCE OFFICER; PRESIDENT-CHIEF COMPLIANCE OFFICER-TREASURER (+2 more) | — |
| KEATING JAMES LAWRENCE JR | SR. VICE PRESIDENT SECRETARY TREASURER | — |
| KEATING VICTORIA RAE | BOARD MEMBER | — |
| CARTER MCCOY DEBORAH | BOARD MEMBER; BOARD MEMBER, SECRETARY | — |
| MONTGOMERY HENRY IRVING | CHAIRMAN AND CEO; CHAIRMAN,CEO & TREASURER | — |
| MONTGOMERY BARBARA LOUISE | BOARD MEMBER | — |
| SOREM STANLEY EUGENE | SR. VICE PRESIDENT | — |
| GUSTAFSON TRACY ANNE | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/6751/brochure
- Similar advisers: https://search.stillhousedata.com/firm/6751/similar
- Related entities: https://search.stillhousedata.com/firm/6751/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/6751

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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.