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Planrock Wealth Strategies, LLC CRD 304803
$71.1M regulatory AUM 45 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-16 |
Branch Locations
109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Victory Capital Management | Brooklyn | OH | 05/2015 | 06/2019 |
| Victory Capital Advisers | Brooklyn | OH | 09/2015 | 06/2019 |
| Planrock Investment Management, Llc | Brentwood | TN | 06/2019 | Present |
As a part of Tailwind Investments LLC, Mr Hammers performs aircraft leasing & sales and flight instruction. Approx. 10 to 20 hours per week is spent in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
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