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Vip Planners, Inc. CRD 111946
$126M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1502 Franklin Road, Sw, Roanoke, VA 24016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| NC | RA | APPROVED | 2024-04-26 |
| VA | RA | APPROVED | 1991-02-07 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vip Planners, Inc. | Roanoke | VA | 02/1991 | Present |
LICENSED AGENT FOR LIFE AND HEALTH INSURANCE. THESE DUTIES ACCOUNT FOR LESS THAN 10 HOURS PER WEEK AND ARE ALSO PERFORMED AT 1502 FRANKLIN RD., ROANOKE, VA. ALSO PERFORM MISCELLANEOUS FINANCIAL PLANNING WORK FOR APPROXIMATELY 5 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-05 |
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