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Planned Investment Co ,Inc.


Planned Investment Co., Incis a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Planned Investment Company. was founded in 1958 by George B. Steel, Jr. And in 1969, Planned Investment Company was incorporated while at the same time adding a registered investment advisory designation to its' securities broker-dealer business. George B. Steel, Jr. & Associates, Inc. was also established for insurance and annuity business. Planned Investment Company, Inc. is headquartered in Indianapolis, Indiana with branch offices in Michigan City and Columbus Indiana The firm is registered in the states of Indiana, California, Florida, Illinois, Kentucky, Michigan, Ohio, New Jersey, Pennsylvania, Illinois and South Carolina. 
   
Planned Investment Company, Inc. is a full service broker-dealer and investment advisory firm. They have a fully and fairly disclosed agreement with Mesirow Financial, Inc. for stock, bond and mutual fund trading as well as fee-based business. Their firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Company, Inc. and its clearing broker, Mesirow Financial, have the ability for individual common stock, options and margin-related securities transactions. They work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Upon opening an account with Planned Investment Co., Inc., The Company will ask for your name, address, date of birth and other information which will allow them to adequately identify you. They will also ask to see your driver's license, passport or other appropriate identifying documents.

Planned Investment Co. is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers.
 

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