Rockefeller Capital Management, 4 Carter Grn, Ste 100, Carmel, IN 46032, US

Planned Investment Company, Inc. is an investment adviser firm. We have a fully and fairly disclosed agreement with RBC Correspondent Services , LLC for securities, fixed income, mutual fund, ETF's, and options trading, as well as fee-based business. Our firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Co., Inc. and its clearing broker, RBC Capital Markets, have the ability for individual common stock, options and margin-related securities transactions. We work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs. These services are provided through the broker dealer or registered investment adviser registrations of Planned Investment Co., Inc. Qualified representatives offer investment services on either a fee-based or transaction-based schedule.

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