Erik Michael Nero
President & CcoFirst Step Wealth Planning, LLCCRD 4047258
About Erik Michael Nero
Erik Michael Nero is listed as President & Cco at First Step Wealth Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of First Step Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Erik Michael Nero work?
Erik Michael Nero is listed as President & Cco at First Step Wealth Planning, LLC on SEC Form ADV.
How much of First Step Wealth Planning, LLC does Erik Michael Nero own?
Form ADV reports a beneficial ownership band of Over 75%.
First Step Wealth Planning, LLC
| Title | President & Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |