What departments does iPlanGroup have?

iPlanGroup has employees across 4 departments including Business Development, Marketing, Operations, Accounting.

What is the largest department at iPlanGroup?

The largest department at iPlanGroup is Marketing with 2 employees.

Where are iPlanGroup employees located globally?

iPlanGroup has employees across 2 continents and 2 countries including United States Of America, Australia.

How has iPlanGroup's team size changed over time?

iPlanGroup's team has decreased from approximately 11 to 9 employees based on available data.

iPlanGroup Employee Directory

Financial ServicesOhio, United States11-50 Employees

iPlanGroup is a financial services firm based in Westlake, Ohio, that operates as an independent administrator for self-directed retirement accounts. It handles the processing of investment transactions directed by clients and provides administration, recordkeeping, and tax reporting for Self-Directed IRAs. The company supports a range of retirement vehicles, including Traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts and Health Savings Accounts, targeting investors seeking to grow their retirement funds.

As an independent, passive administrator, iPlanGroup does not provide investment advice and emphasizes clearly detailed fees paired with a single point of contact—the Client Relationship Specialist—who oversees a multidisciplinary team. Online account access supports convenient monitoring for a small to midsize client base.

iPlanGroup Global Highlights

North America
20

United States Of America
20

Oceania
1

Australia
1

iPlanGroup's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
T. G.
Chief Executive Officer
Mobile Phone
Email
E. H.
Business Development Director
Mobile Phone
Email
B. F.
Senior Credit Manager
Mobile Phone
Email
E. M.
Marketing Project Manager
Mobile Phone
Email
L. O.
Operations / Compliance Manager
Mobile Phone
Email
C. L.
Accounts Receivable Specialist
Mobile Phone
Email
K. S.
Client Relationship Specialist
Mobile Phone
Email

iPlanGroup Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Information Technology
Other
Accounting
Support

Contact profiles from iPlanGroup

Name

Title

Contact Info

Location

Last Update

D. C.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
T. G.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
E. H.
Business Development Director
Mobile Phone
Email
United StatesMaryland
Apr 15, 2026
B. F.
Senior Credit Manager
Mobile Phone
Email
AustraliaNew South Wales
Apr 20, 2026
E. M.
Marketing Project Manager
Mobile Phone
Email
UNITED STATES
Apr 24, 2025
L. O.
Operations / Compliance Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. L.
Accounts Receivable Specialist
Mobile Phone
Email
Oct 17, 2024
K. S.
Client Relationship Specialist
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. S.
Accounts Receivable Clerk
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
N. S.
Enrollment Specialist
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is iPlanGroup known for?

iPlanGroup was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 28011 Clemens Road Suite b Westlake, Ohio 44145 United States; you can contact the main corporate office by phone at

+1-855-604-****

. Explore iPlanGroup's company overview page for more information.

What is iPlanGroup's most common email format?

iPlanGroup employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more iPlanGroup email formats with LeadIQ.

How many employees does iPlanGroup have currently?

iPlanGroup has approximately 12 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are iPlanGroup's key employees and leadership?

As of June 2026, iPlanGroup's key employees include:

Chief Executive Officer: D. C.
Chief Executive Officer: T. G.
Business Development Director: E. H.
Senior Credit Manager: B. F.
Marketing Project Manager: E. M.

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iPlanGroup Employee Directory

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