Frank Fantozzi
President, Chief Compliance OfficerPlanned Financial Services, LLCCRD 2441945
About Frank Fantozzi
Frank Fantozzi is listed as President, Chief Compliance Officer at Planned Financial Services, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Planned Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Frank Fantozzi work?
Frank Fantozzi is listed as President, Chief Compliance Officer at Planned Financial Services, LLC on SEC Form ADV.
How much of Planned Financial Services, LLC does Frank Fantozzi own?
Form ADV reports a beneficial ownership band of Over 75%.
Planned Financial Services, LLC
| Title | President, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1994 |