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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.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2022
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