Melissa Louise Leonard
Chief Executive Officer And Chief Compliance OfficerCairn Financial Planning, LLCCRD 6107919
About Melissa Louise Leonard
Melissa Louise Leonard is listed as Chief Executive Officer And Chief Compliance Officer at Cairn Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Cairn Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Melissa Louise Leonard work?
Melissa Louise Leonard is listed as Chief Executive Officer And Chief Compliance Officer at Cairn Financial Planning, LLC on SEC Form ADV.
How much of Cairn Financial Planning, LLC does Melissa Louise Leonard own?
Form ADV reports a beneficial ownership band of Over 75%.
Cairn Financial Planning, LLC
| Title | Chief Executive Officer And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |