President/director/chief Compliance Officer · Asset Planning Services Inc
Claude P. Duet
CRD 4332316 · Named on Form ADV at one SEC-registered adviser
At a glance
Asset Planning Services Inc, an SEC-registered wealth manager based in Covington, LA with $366 million in regulatory assets, lists Claude P. Duet on its Form ADV as President/director/chief Compliance Officer, a control person.
Firms and roles
- Asset Planning Services IncPresident/director/chief Compliance OfficerWealth manager · Covington, LA · $366M in regulatory assets
AtlasMembers
Claude’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brenda M. DuetSecretary/director, Asset Planning Services Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Claude’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.