The Planned Approach, Inc.

The Planned Approach, Inc. (CRD# 166638) is a financial advisory firm headquartered in Prairie Village, KS. They manage $151,046,783 in 622 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $242,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

KS, MO

Financial Advisors at The Planned Approach, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephanie L. Guerin
CRD#: 2853535
4434 W. 90th Terrace, Prairie Village, KS 66207
96
Wealthminder
score

Stephanie Guerin (CRD# 2853535) is an Investment Advisor Representative working at The Planned Approach, Inc. in Prairie Village, KS and has over 19 years of experience in the finance industry. Stephanie Guerin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Staci D. Peterson
CRD#: 4034515
4434 W. 90th Terrace, Prairie Village, KS 66207
93
Wealthminder
score

Staci Peterson (CRD# 4034515) is an Investment Advisor Representative working at The Planned Approach, Inc. in Prairie Village, KS and has over 5 years of experience in the finance industry.

3
Kelly J. Hokanson
CRD#: 4221143
4434 W. 90th Terrace, Prairie Village, KS 66207
86
Wealthminder
score

Kelly Hokanson (CRD# 4221143) is an Investment Advisor Representative working at The Planned Approach, Inc. in Prairie Village, KS and has over 16 years of experience in the finance industry. Kelly Hokanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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