President and Chief Compliance Officer · Balanced Financial Planning, Inc.
Jo E. Fritz
CRD 4595772 · Named on Form ADV at one SEC-registered adviser
At a glance
Balanced Financial Planning, Inc., an SEC-registered wealth manager based in Overland Park, KS with $181 million in regulatory assets, lists Jo E. Fritz on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Balanced Financial Planning, Inc.President and Chief Compliance OfficerWealth manager · Overland Park, KS · $181M in regulatory assets
AtlasMembers
Jo’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.