Pleshetta Juanita Loftin
Investment adviser representative at Planrock Wealth Strategies, LLC
12 yearsExperience
2 statesRegistered in
$71.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Planrock Wealth Strategies, LLCApr 2026 to now
- Wildflower Investments LLCSep 2020 to now
- Planrock Investment ManagmentDec 2019 to now
- Persistent Capital Partners LLCNov 2017 to now
- Fleming & Associates, LLCJan 2017 to Jul 2017
- Allstate Insurance CompanyDec 2016 to Jul 2017
- Crown Prospective FinancialNov 2016 to Jul 2017
- Crown ProspectiveJan 2015 to Nov 2016
- Naturally SassyMay 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Planrock Wealth Strategies, LLC
Legal name: Planrock Investment Management, LLC
$71.1MAssets managed
55Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2449085
- Firm CRD
- 304803