Our Services

Planned Investment Company, Inc. is a full service broker-dealer and investment advisory firm. We have a fully and fairly disclosed agreement with Mesirow Financial, Inc. for Securities, Fixed Income, Mutual Fund, ETF's, and Options Trading, as well as fee-based business.

Our firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Company and its clearing broker, Mesirow Financial, have the ability for individual common stock, options and margin-related securities transactions. We work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs. These services are provided through the broker dealer or registered investment advisory registrations of Planned Investment Company.

Qualified representatives offer investment services on either a fee-based or transaction-based schedule.