Jo E. Fritz
BALANCED FINANCIAL PLANNING
Overland Park, KS 66202
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CRD#: 4595772
Professional summary
Jo Ellen Fritz, CFP® is a registered financial advisor currently at BALANCED FINANCIAL PLANNING, INC. located in Overland Park, Kansas.
Jo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jo has worked at 2 firms .
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Social Security Planning
Do you have an area of expertise or specialization?
Baby Boomers
College/Education Planning
Federal Employees
Fixed Fee (Subscription, Retai...
Generation X
Insurance Related Issues
How do you get paid?
Fee Only
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jo Ellen Fritz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
November 18, 2003 - Present
BALANCED FINANCIAL PLANNING, INC.
Office #1: 6701 W. 64th Street Suite 223, Overland Park, KS 66202RIA
CRD#: 128161
Overland Park, KS
Past
January 2, 2002 - December 31, 2003
GARRETT FINANCIAL PLANNING, INC.
RIA
CRD#: 116581
SHAWNEE, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BALANCED FINANCIAL PLANNING, INC.
BALANCED FINANCIAL PLANNING | BALANCED FINANCIAL PLANNING, INC.
CRD#: 128161 / SEC#: 801-121980
RIA
Registered Investment Advisory firm - (7/30/2021 Approved)Kansas
Registered Investment Advisory firm - (10/13/2021 Terminated)Missouri
Registered Investment Advisory firm - (10/13/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(11/18/2003)
IAR
Missouri(1/18/2007)
Exams
Current Firm
BALANCED FINANCIAL PLANNING, INC.
BALANCED FINANCIAL PLANNING | BALANCED FINANCIAL PLANNING, INC.
CRD#: 128161 / SEC#: 801-121980
RIA
Registered Investment Advisory firm - (7/30/2021 Approved)Kansas
Registered Investment Advisory firm - (10/13/2021 Terminated)Missouri
Registered Investment Advisory firm - (10/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6701 W. 64th Street Suite 223, Overland Park, KS 66202-4091
Mailing Address
Phone number
(913) 677-1090
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 180,861,439 |
Red Flags
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