Strategic Planning Group
Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC.(HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA / SIPC 600 Dresher Rd.| Horsham, PA 19044, USA.|800-873-7637, 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 5068342RLB_Oct24
7-day free trial · no credit card
Verified contacts
19
available on Kipplo
LinkedIn employees
47
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
89
organic / mo
Sign up free to see all 19 verified contacts at Strategic Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- JL
Joe Lady
Wealth Strategy Advisor · General Business & Management
EmailPhone - CS
Cory Stemshorn
Financial Services Professional · Finance & Accounting
EmailPhone - KR
Karimarie Rossignol
Director of Operations · Operations
EmailPhone - RS
Robin Slater
Director of Operations · Operations
EmailPhone - TW
Treva Wolfley
Account Operations Manager · Operations
EmailPhone - BF
Benjamin Feigenbaum
Financial Professional · Finance & Accounting
EmailPhone - BH
Bill Hedgpeth
Financial Advisor · Finance & Accounting
EmailPhone - DW
David Wash
Senior Partner · Finance & Accounting
EmailPhone - TH
Tomas H. Parks
Managing Partner and Special Needs Planner · General Business & Management
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Strategic Planning Group
11 distinct titles indexed · top 10 shown.
- 3financial advisor
- 3financial professional
- 3financial services professional
- 2director of operations
- 2senior partner
- 1account operations manager
- 1advisor at penn mutual carolina partners
- 1managing partner and special needs planner
- 1recruitment coordinator
- 1wealth protection advisor
- +1more titles
Sign up to unlock all 19 contacts at Strategic Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Strategic Planning Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.