Lisa Michelle Rosenthal
Chief Operating OfficerLeading Edge Financial Planning LLCCRD 8158905
About Lisa Michelle Rosenthal
Lisa Michelle Rosenthal is listed as Chief Operating Officer at Leading Edge Financial Planning LLC in Knoxville, TN. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Leading Edge Financial Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Michelle Rosenthal work?
Lisa Michelle Rosenthal is listed as Chief Operating Officer at Leading Edge Financial Planning LLC on SEC Form ADV.
How much of Leading Edge Financial Planning LLC does Lisa Michelle Rosenthal own?
Form ADV reports a beneficial ownership band of 5-10%.
Leading Edge Financial Planning LLC
| Title | Chief Operating Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2026 |