Matthew Paul Sullivan
President & Chief Compliance OfficerFinancial Planning First, LLCCRD 1516530
About Matthew Paul Sullivan
Matthew Paul Sullivan is listed as President & Chief Compliance Officer at Financial Planning First, LLC in Tuscon, AZ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Financial Planning First, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Paul Sullivan work?
Matthew Paul Sullivan is listed as President & Chief Compliance Officer at Financial Planning First, LLC on SEC Form ADV.
How much of Financial Planning First, LLC does Matthew Paul Sullivan own?
Form ADV reports a beneficial ownership band of Over 75%.
Financial Planning First, LLC
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |