PLANNERS FINANCIAL SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	501	$96.4M
Non-Discretionary	0	$0
Total	501	$96.4M

Clients

Type	Number	RAUM
Individuals	141	$27.4M
HNW Individuals	43	$69.0M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$0
Charitable organizations	<5	$0
State or municipal gov entities	1	$4,327
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	<5	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly charges
Other Business Activities	Broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number	801-11036
SEC ERA File Number	801-11036
SEC CIK Numbers	None
SEC CRD Numbers	6751
Legal Entity Identifier	None

Principal Office

1210 NORTHLAND DRIVE
SUITE 190
MENDOTA HEIGHTS
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic