Planning Resource Group Employee Directory

InsuranceWisconsin, United States2-10 Employees

Planning Resource Group is an independent insurance agency founded in 2013 and based in Mequon, Wisconsin. It serves individuals, families, and businesses in the Milwaukee metropolitan area and Southeastern Wisconsin.

With more than 95 years of combined industry experience, the firm provides tailored coverage options and reliable service to its clients. It operates within the insurance sector and maintains a small staff focused on meeting the needs of its local client base.

Find Planning Resource Group employees' phone numbers or email addresses

Planning Resource Group Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Planning Resource Group's Leadership

  • Stylized image of a person
    W. B.
    Independent Agent
    Phone icon
  • Stylized image of a person
    S. A.
    Insurance Sales Representative
    Phone icon
  • Stylized image of a person
    S. S.
    Insurance Agent
    Phone icon

Planning Resource Group Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Business
  • Sales
  • Accounting
  • Administrative
  • Other

Contact profiles from Planning Resource Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. B.
    Independent Agent
    Phone icon
    United StatesWisconsin
    Apr 15, 2026
  • Stylized image of a person
    S. A.
    Insurance Sales Representative
    Phone icon
    Apr 16, 2026
  • Stylized image of a person
    S. S.
    Insurance Agent
    Phone icon
    United StatesWisconsin
    Feb 17, 2026

Frequently Asked Questions

What is Planning Resource Group known for?

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Planning Resource Group was founded in 1993 operates in the Insurance industry. The company's main headquarters is located in 10134 North Port Washington Road Mequon, Wisconsin 53092 United States; you can contact the main corporate office by phone at . Explore Planning Resource Group's company overview page for more information.

What is Planning Resource Group's most common email format?

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

How many employees does Planning Resource Group have currently?

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Planning Resource Group has approximately 4 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Planning Resource Group's key employees and leadership?

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As of April 2026, Planning Resource Group's key employees include:

  • Independent Agent: W. B.
  • Insurance Sales Representative: S. A.
  • Insurance Agent: S. S.

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