Jo Ellen Fritz
President And Chief Compliance OfficerBalanced Financial Planning, Inc.CRD 4595772
About Jo Ellen Fritz
Jo Ellen Fritz is listed as President And Chief Compliance Officer at Balanced Financial Planning, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Balanced Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jo Ellen Fritz work?
Jo Ellen Fritz is listed as President And Chief Compliance Officer at Balanced Financial Planning, Inc. on SEC Form ADV.
How much of Balanced Financial Planning, Inc. does Jo Ellen Fritz own?
Form ADV reports a beneficial ownership band of Over 75%.
Balanced Financial Planning, Inc.
| Title | President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |