Catherine Curtis
Owner And Chief Compliance OfficerCurtis Financial Planning, LLCCRD 1644947
About Catherine Curtis
Catherine Curtis is listed as Owner And Chief Compliance Officer at Curtis Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Curtis Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Catherine Curtis work?
Catherine Curtis is listed as Owner And Chief Compliance Officer at Curtis Financial Planning, LLC on SEC Form ADV.
How much of Curtis Financial Planning, LLC does Catherine Curtis own?
Form ADV reports a beneficial ownership band of Over 75%.
Curtis Financial Planning, LLC
| Title | Owner And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2001 |