| Entity Name: | PLANNING PARTNERS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 31 Dec 2014 (Companies founded in December 2014) |
| Business ALEI: | 1163153 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 101 RIVER ROAD 2ND FL, CANTON, CT, 06019, United States |
| Mailing address: | PO BOX 365, COLLINSVILLE, CT, United States, 06022 |
| ZIP code: | 06019 (Companies in Hartford, 06019) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | kristin@planningpartner.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| KRISTINA WADMAN OSWALD | Agent | 101 RIVER RD 2ND FL, CANTON, CT, 06019, United States | 101 RIVER RD 2ND FL, CANTON, CT, 06019, United States | +1 860-690-7129 | kristin@planningpartner.com | 138 TORRINGTON AVE, CANTON, CT, 06019, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| KRISTINA WADMAN OSWALD | Officer | 101 RIVER RD 2ND FL, CANTON, CT, United States | +1 860-690-7129 | kristin@planningpartner.com | 138 TORRINGTON AVE, CANTON, CT, 06019, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012418787 | 2024-05-30 | No data | Annual Report | Annual Report | No data |
| BF-0011210203 | 2023-03-26 | No data | Annual Report | Annual Report | No data |
| BF-0010531767 | 2022-06-24 | No data | Annual Report | Annual Report | No data |
| BF-0009763414 | 2022-03-18 | No data | Annual Report | Annual Report | No data |
| 0006875996 | 2020-04-06 | No data | Annual Report | Annual Report | 2020 |
| 0006470708 | 2019-03-16 | No data | Annual Report | Annual Report | 2019 |
| 0006470702 | 2019-03-16 | No data | Annual Report | Annual Report | 2018 |
| 0006148359 | 2018-03-31 | No data | Annual Report | Annual Report | 2016 |
| 0006148360 | 2018-03-31 | No data | Annual Report | Annual Report | 2017 |
| 0006148358 | 2018-03-31 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
