Jeffrey Bruce Goldman
Managing Member, Chief Compliance OfficerLife Planning Advisors LLCCRD 2110174
About Jeffrey Bruce Goldman
Jeffrey Bruce Goldman is listed as Managing Member, Chief Compliance Officer at Life Planning Advisors LLC in Bigfork, MT. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Life Planning Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Bruce Goldman work?
Jeffrey Bruce Goldman is listed as Managing Member, Chief Compliance Officer at Life Planning Advisors LLC on SEC Form ADV.
How much of Life Planning Advisors LLC does Jeffrey Bruce Goldman own?
Form ADV reports a beneficial ownership band of Over 75%.
Life Planning Advisors LLC
| Title | Managing Member, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |