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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-04-18 |
Branch Locations
8100 E. 22Nd N Bldg. 100-8, Wichita, KS 67226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 08/2010 | Present |
| Planned Professional Management | Wichita | KS | 02/2012 | Present |
| Planned Professional Advisory | Wichita | KS | 03/2012 | 09/2025 |
PLANNED PROFESSIONAL Management, Inc/8100 E. 22ND N. BLDG 100-8, WICHITA,KS 67226;RIA/ SOLE PROPRIETOR; 03/01/2012 START DATE; FULL TIME; DUTIES INCLUDE All management duties. Financial planning and investment management /// Life & Health Insurance, 8100 E. 22nd N, Bldg 100-8, Wichita, KS 67226/INDEPENDENT INSURANCE AGENT, NOT INVESTMENT RELATED, WICHITA KS, LIFE & HEALTH INSURANCE SALES, SINCE 02/2012 /// Farm/Livestock, Investment related:No, 2430 Highway K15, Udall, Kansas, 67146, Farm/Livestock, partner with my husband, 09/01/1999, 7 hours per week, husband is the main operator, Raising cattle and horses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-12 |
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