What departments does Preferred Planning Concepts, LLC have?

Preferred Planning Concepts, LLC has employees across 2 departments including Operations, Finance.

What is the largest department at Preferred Planning Concepts, LLC?

The largest department at Preferred Planning Concepts, LLC is Finance with 2 employees.

Where are Preferred Planning Concepts, LLC employees located globally?

Preferred Planning Concepts, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Preferred Planning Concepts, LLC's team size changed over time?

Preferred Planning Concepts, LLC's team has remained stable from approximately 2 to 2 employees based on available data.

Preferred Planning Concepts, LLC Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Our mantra is to help minimize your uncertainty about money, cash flow, and retirement so that you can focus on experiencing life to its fullest.

Whether you’re interested in preparing for retirement, building your investment portfolio, saving for college, finding the right insurance solution, or maximizing your employee benefits, we can help. 

We believe that each client has their own unique set of circumstances, goals, concerns, personal beliefs, and risk tolerance.  We seek to spend time getting to know our clients and learn what they are seeking to accomplish financially as well as personally.  That knowledge is then used to develop financial strategies that can be understood and implemented to help clients achieve their stated objectives.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Preferred Planning Concepts and Cambridge are not affiliated.

We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Kentucky (KY), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA),Wisconsin (WI), Wyoming (WY).

Preferred Planning Concepts, LLC and Cambridge do not offer tax or legal advice.  Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representations as to the completeness or accuracy of information provided on these websites.

1700 E Golf Rd, Suite 250, Schaumburg, IL 60173
PPC: www.ppcplanning.com │FINRA: www.finra.org │SIPC: www.sipc.org

Find Preferred Planning Concepts, LLC employees' phone numbers or email addresses

Preferred Planning Concepts, LLC Global Highlights

North America
9

United States Of America
9

Preferred Planning Concepts, LLC's Leadership

K. L.
Owner
Mobile Phone
Email
M. C.
Insurance Director
Mobile Phone
Email
T. T.
Director Of Operations Office Manager
Mobile Phone
Email
D. O.
Financial Planning Coordinator
Mobile Phone
Email
T. G.
Tax Preparation | Financial Record Organizing | Financial Factotum
Mobile Phone
Email
P. S.
Mobile Phone
Email

Preferred Planning Concepts, LLC Employee Metrics

100%

50%

0%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Preferred Planning Concepts, LLC

Name

Title

Contact Info

Location

Last Update

K. L.
Owner
Mobile Phone
Email
UNITED STATES
Jul 17, 2025
M. C.
Insurance Director
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
T. T.
Director Of Operations Office Manager
Mobile Phone
Email
Jul 13, 2023
D. O.
Financial Planning Coordinator
Mobile Phone
Email
Sep 26, 2025
T. G.
Tax Preparation | Financial Record Organizing | Financial Factotum
Mobile Phone
Email
Oct 17, 2024
P. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Preferred Planning Concepts, LLC known for?

Preferred Planning Concepts, LLC was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 1700 East Golf Road Suite 250 Schaumburg, Illinois 60173 United States. Explore Preferred Planning Concepts, LLC's company overview page for more information.

What is Preferred Planning Concepts, LLC's most common email format?

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

How many employees does Preferred Planning Concepts, LLC have currently?

Preferred Planning Concepts, LLC has approximately 2 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Preferred Planning Concepts, LLC's key employees and leadership?

As of March 2026, Preferred Planning Concepts, LLC's key employees include:

Owner: K. L.
Insurance Director: M. C.
Director Of Operations Office Manager: T. T.
Financial Planning Coordinator: D. O.
Tax Preparation | Financial Record Organizing | Financial Factotum: T. G.

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