PLANNERS FINANCIAL SERVICES, INC.
SEC file number 801-11036
· MENDOTA HEIGHTS, MN
https://plannersinc.in ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$96.4M
Discretionary AUM
$96.4M
Employees
2
Clients
—
Firm
- Address
- 1210 NORTHLAND DRIVE
MENDOTA HEIGHTS, MN 55120 - Phone
- —
- Website
- https://plannersinc.in
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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Onex Partners Financial Services LP · D · Nov 2, 2026
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Onex Partners Financial Services A LP · D · Nov 2, 2026
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Tierra Financial Services, L.L.C. · D · Mar 27, 2026
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EJF Financial Services Fund, LP · D/A · Mar 12, 2026
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Pinnacle Financial Services 1 LLC · D/A · Jan 13, 2026$50M
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
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CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
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PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025$85M
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EJF Financial Services Fund, LP · D/A · Mar 12, 2025
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Pinnacle Financial Services 1 LLC · D · Jan 13, 2025$50M