Planpilot

CRD 160319 · Chicago, IL · $5.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 160319
SEC number: 801-73176
Firm type: RIA
Assets under management: $5.6B as of Feb 10, 2026
Website: www.linkedin.com/COMPANY/PLANPILOT ↗
Phone: 312-973-4911
Address: 223 West Jackson, Chicago, IL, 60606

Advisors at this firm

8 in our index · page 1 of 1

Nathan S CasselCRD 3002795 · Chicago, IL

IA Registered
Scott HemerdaCRD 2968782 · Cape Coral, FL

IA Registered
William Andrew KarstenCRD 6108098 · Ocala, FL

IA Registered
Thomas Francis LoftusCRD 7219638 · Chicago, IL

IA Registered
Mark Allen OlsenCRD 4642485 · Chicago, IL

IA Registered
Greg Michael PapantonioCRD 3128060 · Denver, CO

IA RegisteredRegistration inactive
Adam Wade PolacekCRD 2518629 · Chicago, IL

IA RegisteredRegistration inactive
Bradley Jon SieniawskiCRD 5884236 · Medina, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 160319 ↗ FINRA BrokerCheck record for firm CRD 160319 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.