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
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Verified contacts
18
available on Kipplo
LinkedIn employees
48
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
89
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- KR
Karimarie Rossignol
Director of Operations · Operations
EmailPhone - JL
Joe Lady
Wealth Strategy Advisor · General Business & Management
EmailPhone - TW
Treva Wolfley
Account Operations Manager · Operations
EmailPhone - JL
Joseph Lady
Financial Advisor · Finance & Accounting
EmailPhone - KJ
Kiep Jordan
Financial Services Professional · Finance & Accounting
EmailPhone - PN
Peter Nielsen
Financial Services Professional · Finance & Accounting
EmailPhone - CW
Chelsea Waller
Financial Professional Life, Disability & Benefits Planning for Individuals & Small Businesses · Other
EmailPhone
Showing 7 of 18 verified contacts
Top roles at Strategic Planning Group
10 distinct titles indexed · top 10 shown.
- 3financial advisor
- 3financial professional
- 3financial services professional
- 2senior partner
- 1account operations manager
- 1director of operations
- 1financial professional life, disability & benefits planning for individuals & small businesses
- 1recruitment coordinator
- 1wealth protection advisor
- 1wealth strategy advisor
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