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Daniel S Banaszak

Planrock Wealth Strategies, LLC

Brentwood, TN

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Current Employers
Planrock Wealth Strategies, Llc

109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-13
  • TN RA
    APPROVED
    Since 2026-04-13

Branch Locations

109 Westpark Dr Suite 105, Brentwood, TN 37027 • 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
Planrock Investment Management, Llc Brentwood TN 12/2023 Present
Self-Employed Franklin TN 06/2020 Present
N/A - Unemployed Brentwood TN 01/2020 05/2020
Victory Capital Brentwood TN 05/2015 12/2019
  • 12/2023 → Present
    Planrock Investment Management, Llc
    Brentwood, TN
  • 06/2020 → Present
    Self-Employed
    Franklin, TN
  • 01/2020 → 05/2020
    N/A - Unemployed
    Brentwood, TN
  • 05/2015 → 12/2019
    Victory Capital
    Brentwood, TN
Previous Registrations
Designations
Other Names
  • Dan Banaszak

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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