Company Name:
PLAN FINANCIAL
Alternative Name:
PLAN LIFE & WEALTH MANAGEMENT, INC.
Address:
9 E RIVER PARK PL E, SUITE 440, FRESNO CA 93720-1530
CRD Number:
44960
SEC Number:
801-112596
Financial Regulator:
SEC/ FINRA
Website:
https://www.planfinancial.com
Registration started
Ended
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
CDR: 2128544
ROBERT KOLBERT
BOB KOLBERT ROBERT L KOLBERT
started on 1999-01-04
CDR: 1203969
JOHN LONGSTAFF
started on 1999-03-03
CDR: 1573967
JOHN HOOPER
JACK HOOPER
started on 1999-01-04
CDR: 310862
DAVID LITTLE
started on 2000-04-05
CDR: 1573967
JOHN HOOPER
JACK HOOPER
started on 2000-04-14
CDR: 4211663
ROBERT ROCKWELL
started on 2000-08-15
CDR: 456824
BOBBY WALDEN
started on 2001-04-11
CDR: 1678158
JOHN WERFT
started on 2002-09-19
CDR: 1678158
JOHN WERFT
started on 2002-11-11
CDR: 456824
BOBBY WALDEN
started on 2003-06-05
CDR: 1203969
JOHN LONGSTAFF
started on 2003-01-30
CDR: 310862
DAVID LITTLE
started on 2003-01-30
CDR: 456824
BOBBY WALDEN
ended on 2003-10-23
CDR: 2128544
ROBERT KOLBERT
BOB KOLBERT ROBERT L KOLBERT
ended on 2003-10-02
CDR: 456824
BOBBY WALDEN
ended on 2003-10-23
CDR: 1203969
JOHN LONGSTAFF
ended on 2003-10-02
CDR: 310862
DAVID LITTLE
ended on 2003-10-08
CDR: 1203969
JOHN LONGSTAFF
ended on 2003-10-02
CDR: 310862
DAVID LITTLE
ended on 2003-10-08
CDR: 1573967
JOHN HOOPER
JACK HOOPER
ended on 2003-10-31
CDR: 4211663
ROBERT ROCKWELL
ended on 2003-10-02
CDR: 1678158
JOHN WERFT
ended on 2003-10-31
CDR: 1193135
EDWARD HAMILL
started on 2005-03-17
CDR: 1193135
EDWARD HAMILL
ended on 2011-11-28
CDR: 1678158
JOHN WERFT
started on 2012-07-02
CDR: 1573967
JOHN HOOPER
JACK HOOPER
started on 2012-07-02
CDR: 1678158
JOHN WERFT
ended on 2012-07-02
CDR: 1573967
JOHN HOOPER
JACK HOOPER
ended on 2012-07-02
CDR: 714462
JOE CHIN
J. MICHAEL CHIN MIKE CHIN
started on 2013-01-04
CDR: 6680987
Joel Hooper
started on 2019-12-10



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