Our Qualifications

Planned Investment Company, Inc. is registered as an independent broker-dealer with the Financial Industry Regulatory Authority (FINRA).  Planned Investment Company, Inc. carries both a broker-dealer registration with FINRA and a registered investment advisory designation with the State of Indiana.

G. Donald Steel, the firm's President & Chief Executive Officer (CEO), is a General Securities Supervisor Principal, Financial & Operations Principal, Municipal Securities Supervisor, Registered Options Principal, Registered Representative and Registered Investment Adviser.

Thomas A. Rohn, the firm's Executive Vice President & Chief Financial Officer (CFO), is a Financial and Operations Principal, Registered Representative and Registered Investment Adviser.

Lisa L Lauria, the firm's Vice President & Chief Compliance Officer (CCO), is a General Securities Supervisor Principal, Municipal Securities Supervisor, Registered Representative and Registered Investment Adviser.