American Investment Planners LLC Employee Directory

Q: What is American Investment Planners LLC known for?

American Investment Planners LLC was founded in 1984. American Investment Planners LLC operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

American Investment Planners LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued clients. We work hard to not only learn about your financial needs and circumstances, but your investment philosophy and personal values as well. Our pledge is to provide the most valuable and current information, services, and products to help you achieve financial security and a legacy to pass on.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.
American Investment Planners LLC and Cadaret, Grant & Co., Inc. are separate entities.

Find American Investment Planners LLC employees' phone numbers or email addresses

American Investment Planners LLC Global Highlights

North America
24

United States Of America
24

American Investment Planners LLC's Leadership

L. R.
President At American Investment Planners
Mobile Phone
Email
B. M. D.
Vice President
Mobile Phone
Email
J. M. K.
Certified Financial Fiduciary®, Executive Vice President
Mobile Phone
Email
L. P.
Senior Financial Advisor And Executive Vice President
Mobile Phone
Email
B. A.
Vice President; Senior Investment Advisor
Mobile Phone
Email
E. M.
Senior Financial Advisor Executive Vice President
Mobile Phone
Email
C. W.
Manager
Mobile Phone
Email
J. B.
Manager
Mobile Phone
Email

Contact profiles from American Investment Planners LLC

Name

Title

Contact Info

Location

Last Update

L. R.
President At American Investment Planners
Mobile Phone
Email
United StatesNew York
Nov 18, 2024
B. M. D.
Vice President
Mobile Phone
Email
United StatesNew York
Nov 27, 2025
J. M. K.
Certified Financial Fiduciary®, Executive Vice President
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
L. P.
Senior Financial Advisor And Executive Vice President
Mobile Phone
Email
United StatesNew York
Aug 13, 2025
B. A.
Vice President; Senior Investment Advisor
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
E. M.
Senior Financial Advisor Executive Vice President
Mobile Phone
Email
Oct 21, 2024
C. W.
Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. B.
Manager
Mobile Phone
Email
UNITED STATES
Oct 18, 2024
N. N.
Office Manager
Mobile Phone
Email
United StatesNew York
Dec 23, 2024
N. N.
Assistant Financial Planner/Office Manager
Mobile Phone
Email
United StatesNew York
Jun 25, 2025

Frequently Asked Questions

What is American Investment Planners LLC known for?

American Investment Planners LLC was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 500 North Broadway, Suite 260; you can contact the main corporate office by phone at

+1-516-932-****

. Explore American Investment Planners LLC's company overview page for more information.

What is American Investment Planners LLC's most common email format?

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

How many employees does American Investment Planners LLC have currently?

American Investment Planners LLC has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are American Investment Planners LLC's key employees and leadership?

As of December 2025, American Investment Planners LLC's key employees include:

President At American Investment Planners: L. R.
Vice President: B. M. D.
Certified Financial Fiduciary®, Executive Vice President: J. M. K.
Senior Financial Advisor And Executive Vice President: L. P.
Vice President; Senior Investment Advisor: B. A.

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