PLANNERS FINANCIAL SERVICES, INC. of MENDOTA HEIGHTS, MN is an SEC-registered investment adviser (CRD 6751). Regulatory assets under management: $96.4M.
| 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 | — |