Planrock Investments LLC

PlanRock Wealth Management, LLC is an investment adviser offering a range of advisory and portfolio development services. The firm was founded by Stephen Hammers, who serves as the CEO and Chief Investment Officer. Stephen Hammers has a background in finance and has held significant roles in various financial institutions before establishing PlanRock. The firm's team also includes Alexander Pazdan and Daniel Banaszak, both serving as Portfolio Managers. Alexander Pazdan has experience in portfolio management and commodities trading, while Daniel Banaszak is a Chartered Financial Analyst with a background in finance and portfolio management. PlanRock's services are detailed in their Form ADV Part 2 Disclosure Brochure, and the firm emphasizes its adherence to a Code of Ethics to address potential conflicts of interest. Clients can contact the firm for more information on their services and the background of their advisors. The firm operates under the supervision of Stephen Hammers, ensuring compliance with established policies and procedures. PlanRock aims to provide tailored investment strategies and portfolio management services to meet the financial goals of its clients.