Strategic Planning

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

7730 Olentangy River Rd, Columbus, Ohio,...

Phone Number

(614) 802-0170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Strategic Planning

Strategic Planning Inc. (SPI) offers a range of financial services including financial planning, retirement planning, and business support aimed at helping clients achieve their personal and business goals. With over 120 years of combined experience, the team adopts a client-oriented, risk-averse, and holistic approach to financial advising. SPI serves both individual and business clients, providing tailored strategies to maximize financial outcomes. The firm is a federally registered investment adviser, ensuring compliance and professionalism in its advisory services.Explore more
Popular SearchesStrategic Planning IncStrategic PlanningSIC Code 62,628NAICS Code 52,523Show more

Strategic Planning Org Chart

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Representative

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Planning

<$5M
11-50
Private
-
-
IS
Ian SchmidtRepresentative
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2015
RM
Razvan MiricaPrincipal, CCO, Private Wealth Advisor
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Planning.

Strategic Planning Tech Stack

A closer look at the technologies used by Strategic Planning

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Frequently Asked Questions Regarding Strategic Planning

What is Strategic Planning's official website?
Strategic Planning's official website is www.stgplan.com
What is Strategic Planning's Revenue?
Strategic Planning's revenue is <$5 Million
What is Strategic Planning's SIC code?
Strategic Planning's SIC: 62,628
What is Strategic Planning's NAICS code?
Strategic Planning's NAICS: 52,523
How many employees does Strategic Planning have?
Strategic Planning has 11-50 employees
What industry does Strategic Planning belong to?
Strategic Planning is in the industry of: Finance, Securities Trading
What is Strategic Planning competition?
Strategic Planning top competitors include: Triton Wealth Strategies, Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Monument Retirement & Wealth Advisory
What technology does Strategic Planning use?
Some of the popular technologies that Strategic Planning uses are: WordPress.org, PHP, AppRiver, Google Font API
How do I contact Strategic Planning?
Strategic Planning contact info: Phone number: (614) 802-0170 Website: www.stgplan.com
What does Strategic Planning do?

Strategic Planning Inc. (SPI) offers a range of financial services including financial planning, retirement planning, and business support aimed at helping clients achieve their personal and business goals. With over 120 years of combined experience, the team adopts a client-oriented, risk-averse, and holistic approach to financial advising. SPI se... rves both individual and business clients, providing tailored strategies to maximize financial outcomes. The firm is a federally registered investment adviser, ensuring compliance and professionalism in its advisory services.Read More

Is Strategic Planning a public company?
Strategic Planning is private company therefore does not currently have an official ticker symbol
See more information about Strategic Planning

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