iPlanGroup Employee Directory

Q: What is iPlanGroup known for?

iPlanGroup was founded in 2011. iPlanGroup operates in the Financial Services industry.

Q: How many employees does iPlanGroup have currently?

iPlanGroup has approximately 12 employees.

Financial ServicesUnited States11-50 Employees

As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds.

Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts.

We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals.

Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you.

(855) 604-7526
(440) 484-5566
info@iplangroup.com
www.iPlanGroup.com

Find iPlanGroup employees' phone numbers or email addresses

iPlanGroup Global Highlights

North America
21

United States Of America
21

Oceania
1

Australia
1

iPlanGroup's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
T. G.
Chief Executive Officer
Mobile Phone
Email
B. F.
Senior Credit Manager
Mobile Phone
Email
E. M.
Marketing Project Manager
Mobile Phone
Email
C. L.
Accounts Receivable Specialist
Mobile Phone
Email
K. S.
Client Relationship Specialist
Mobile Phone
Email

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
B. F.
Senior Credit Manager
Mobile Phone
Email
AustraliaNew South Wales
Nov 03, 2025
E. M.
Marketing Project Manager
Mobile Phone
Email
UNITED STATES
Apr 24, 2025
C. L.
Accounts Receivable Specialist
Mobile Phone
Email
Oct 17, 2024
K. S.
Client Relationship 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, US; 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 October 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are iPlanGroup's key employees and leadership?

As of October 2025, iPlanGroup's key employees include:

Chief Executive Officer: D. C.
Chief Executive Officer: T. G.
Senior Credit Manager: B. F.
Marketing Project Manager: E. M.
Accounts Receivable Specialist: C. L.

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