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PLAN CONFIDENCE CORPORATION

SARASOTA, FL · CRD 283781 · IAPD ↗ · 312-373-0772

$0Regulatory AUM
1Advisory reps
3Employees
859Clients
0Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — PLAN CONFIDENCE CORPORATION notice-filed in MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.