Lori Atwood Gulin
Principal & Chief Compliance OfficerAtwood Financial Planning LLCCRD 4451397
About Lori Atwood Gulin
Lori Atwood Gulin is listed as Principal & Chief Compliance Officer at Atwood Financial Planning LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Atwood Financial Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lori Atwood Gulin work?
Lori Atwood Gulin is listed as Principal & Chief Compliance Officer at Atwood Financial Planning LLC on SEC Form ADV.
How much of Atwood Financial Planning LLC does Lori Atwood Gulin own?
Form ADV reports a beneficial ownership band of Over 75%.
Atwood Financial Planning LLC
| Title | Principal & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |