Sara Lynn Ellefsen
Principal, Chief Compliance OfficerGolden Gate Personal Financial PlanningCRD 2742851
About Sara Lynn Ellefsen
Sara Lynn Ellefsen is listed as Principal, Chief Compliance Officer at Golden Gate Personal Financial Planning in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Golden Gate Personal Financial Planning
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sara Lynn Ellefsen work?
Sara Lynn Ellefsen is listed as Principal, Chief Compliance Officer at Golden Gate Personal Financial Planning on SEC Form ADV.
How much of Golden Gate Personal Financial Planning does Sara Lynn Ellefsen own?
Form ADV reports a beneficial ownership band of Over 75%.
Golden Gate Personal Financial Planning
| Title | Principal, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2004 |