Planned Investment Company, Inc.

Planned Investment Company, Inc. (CRD# 3050) is a financial advisory firm headquartered in Indianapolis, IN. They manage $35,187,678 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $418,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Planned Investment Company, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Thomas J. Hill
CRD#: 2243850
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Thomas Hill (CRD# 2243850) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry.

2
Christopher S. Rohn
CRD#: 5279838
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Christopher Rohn (CRD# 5279838) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.

3
Thomas A. Rohn
CRD#: 2746445
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Thomas Rohn (CRD# 2746445) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 18 years of experience in the finance industry.

4
Thomas A. Rohn
CRD#: 1306805
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Thomas Rohn (CRD# 1306805) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 32 years of experience in the finance industry.

5
Eric R. Steel
CRD#: 5798472
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Eric Steel (CRD# 5798472) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.

6
George D. Steel
CRD#: 716992
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

George Steel (CRD# 716992) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 36 years of experience in the finance industry.

7
Brent C. Verwers
CRD#: 2111981
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
81
Wealthminder
score

Brent Verwers (CRD# 2111981) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.

8
Cheri M. Harris
CRD#: 5506872
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
76
Wealthminder
score

Cheri Harris (CRD# 5506872) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

9
Darin L. Hughes
CRD#: 4475570
9265 Counselors Row, Suite 150, Indianapolis, IN 46240
73
Wealthminder
score

Darin Hughes (CRD# 4475570) is an Investment Advisor Representative working at Planned Investment Company, Inc. in Indianapolis, IN and has over 13 years of experience in the finance industry.

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