Our Qualifications

Planned Investment Co., Inc. is registered as an independent broker-dealer with the Financial Industry Regulatory Authority (FINRA).  Planned Investment Co., 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 registered as a General Securities Supervisor Principal, Financial & Operations Principal, Municipal Securities Supervisor, Registered Options Principal, Registered Representative, Investment Adviser Representative and Insurance Agent.

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

Eric R. Steel, serves as back-up Branch Manager. Eric is registered as a General Securities Supervisor Principal, Registered Representative, Investment Adviser Representative and Insurance Agent.