FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC
HeadquarterDate of last update: 14 Apr 2025. Data updated weekly.
| Entity Name: | FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 13 Mar 2020 |
| Business ALEI: | 1339479 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 11 Carpenters Brook Road, Greenwich, CT, 06831, United States |
| Mailing address: | 11 Carpenters Brook Road, Greenwich, CT, United States, 06831 |
| ZIP code: | 06831 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | karen@fpabr.com |
NAICS
524298 All Other Insurance Related ActivitiesThis U.S. industry comprises establishments primarily engaged in providing insurance services on a contract or fee basis (except insurance agencies and brokerages, claims adjusting, and third party administration). Insurance advisory services, insurance actuarial services, and insurance ratemaking services are included in this industry. Learn more at the U.S. Census Bureau
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC, IDAHO | 4672611 | IDAHO |
| Headquarter of | FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC, ALABAMA | 001-010-870 | ALABAMA |
| Headquarter of | FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC, NEW YORK | 6471282 | NEW YORK |
| Headquarter of | FINANCIAL PLANNING AND BENEFITS RESOURCES, LLC, MINNESOTA | 4e197f6a-74b0-ec11-91b9-00155d32b93a | MINNESOTA |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Karen Waltemath Trautwein | Agent | 11 Carpenters Brook Road, Greenwich, CT, 06831, United States | 11 Carpenters Brook Road, Greenwich, CT, 06831, United States | +1 203-482-3736 | karen@fpabr.com | 11 Carpenters Brook Road, Greenwich, CT, 06831, United States |
| Name | Role | Phone | Residence address | |
|---|---|---|---|---|
| Karen Waltemath Trautwein | Officer | +1 203-482-3736 | karen@fpabr.com | 11 Carpenters Brook Road, Greenwich, CT, 06831, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013124325 | 2025-03-07 | - | Annual Report | Annual Report | - |
| BF-0012054453 | 2024-02-09 | - | Annual Report | Annual Report | - |
| BF-0011498589 | 2023-01-25 | - | Annual Report | Annual Report | - |
| BF-0010387774 | 2022-02-05 | - | Annual Report | Annual Report | 2022 |
| 0007113795 | 2021-02-03 | - | Annual Report | Annual Report | 2021 |
| 0006835175 | 2020-03-13 | 2020-03-13 | Business Formation | Certificate of Organization | - |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information