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Jo Ellen Fritz

Balanced Financial Planning, Inc.

Overland Park, KS

CRD 4595772

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Employer firm

Balanced Financial Planning, Inc. CRD 128161

$181M regulatory AUM 151 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Balanced Financial Planning, Inc.

6701 W. 64Th Street Suite 223, Overland Park, KS 66202-4091 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2007-01-18
KS RA APPROVED 2003-11-18
  • MO RA
    APPROVED
    Since 2007-01-18
  • KS RA
    APPROVED
    Since 2003-11-18

Branch Locations

6701 W. 64Th Street Suite 223, Overland Park, KS 66202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balanced Financial Planning Shawnee KS 08/2003 Present
Balanced Financial Planning, Inc. Mission KS 11/2004 Present
Previous Registrations
  • 2002-01-02 → 2003-12-31
    Garrett Financial Planning, Inc.
    Shawnee, KS
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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