Katherine Kirkner
Chief Compliance Officer And Chief Operations OfficerThe Estate Planners Group LLCCRD 8246601
About Katherine Kirkner
Katherine Kirkner is listed as Chief Compliance Officer And Chief Operations Officer at The Estate Planners Group LLC in Yardley, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of The Estate Planners Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Katherine Kirkner work?
Katherine Kirkner is listed as Chief Compliance Officer And Chief Operations Officer at The Estate Planners Group LLC on SEC Form ADV.
How much of The Estate Planners Group LLC does Katherine Kirkner own?
Form ADV reports a beneficial ownership band of Under 5%.
The Estate Planners Group LLC
| Title | Chief Compliance Officer And Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |