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Business Profile

Investment Management

Planned Professional Management, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(316) 687-2425Email BusinessWrite a Review

About

Overview

Planned Professional Management, Inc.

8100 E 22nd St N Ste 100-8

Wichita, KS 67226-2301

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Operating Hours
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
Closed
Closed

BBB Accreditation & Rating

Planned Professional Management, Inc. is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Planned Professional Management, Inc. offers financial planning, retirement planning, asset management, 401k rollovers and disability and life insurance products.

BBB Accredited Since: 10/24/2024

Years in Business: 48

Products and Services

Planned Professional Management, Inc. provides investment management services including financial and retirement planning, wealth management, college education funding, asset allocation, annuities and 401K rollovers. They also offer sales of insurance products including life, disability and long term care.

Photos and Videos

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Business Details

Local BBB:
BBB of Midwest Plains
BBB File Opened:
3/1/2001
Business Started:
1/1/1978
Date of New Ownership:
2/23/2012
Business Incorporated:
1/30/2012
Type of Entity:
Corporation
Business Management:
Kristy Berger, Owner

Additional Contact Information

Principal Contacts
Kristy Berger, Owner
Customer Contacts
Kristy Berger, Owner
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Investment Management, Tax Consultant, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Long Term Care Insurance, Annuities, Disability Insurance, Asset Evaluation, College Savings Plans, Wealth Management, Asset Management

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