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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-04-29 |
Branch Locations
8100 East 22Nd Street, Bldg 100-8, Wichita, KS 67226 • United States
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 |
|---|---|---|---|---|
| Planned Professional Services, Inc | Wichita | KS | 01/1990 | Present |
| Planned Professional Advisory | Wichita | KS | 08/1990 | Present |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 07/2010 | Present |
1-GLEN C MISHLER; WICHITA, KS; RIA; SVC. DESCRIPTION: INVESTMENT MGMT./FINANCIAL PLANNING; DBA NAME: PLANNED PROFESSIONAL ADVISORY; TITLE: OWNER; START DATE: 6/1/1989; SOLE PROPRIETORSHIP; DUTIES: MANAGE CLIENT'S INVESTMENT ACCOUNTS AND PROVIDE FINANCIAL PLANNING; 80% TIME SPENT. 2-GLEN C MISHLER; WICHITA, KS; FIXED INSURANCE/EXCLUDES EQUITY INDEXES; SVC. DESCRIPTION: FIXED INSURANCE PRODUCTS; START DATE: 8/1/1965; SOLE PROPRIETORSHIP; TITLE: OWNER; DUTIES: SELLING FIXED INSURANCE; 5% TIME SPENT. 3-PPS, INC.; WICHITA, KS; TAX PREPARATION; SVC. DESCRIPTION: TAX PREPARATION; CORPORATION; START DATE: 3/1/1982; TITLE: PRESIDENT; DUTIES: PREPARE TAX RETURNS; 10% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-26 |
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