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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

TitlePresident, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1994
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