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Chief Compliance Officer · Financial Life Planners

Janet L. Messer

CRD 5059140 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Financial Life Planners, an SEC-registered wealth manager based in Tempe, AZ with $208 million in regulatory assets, lists Janet L. Messer on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Janet at 5 other registered advisers.

Firms and roles

AtlasMembers

Janet’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 each firm
6 firmsLocked
Control-person status
4 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Janet on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janet’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.