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Bethany May Wagner

Chief Compliance OfficerLevel Financial Advisors, Inc.CRD 7887015

About Bethany May Wagner

Bethany May Wagner is listed as Chief Compliance Officer at Level Financial Advisors, Inc. in East Amherst, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Level Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bethany May Wagner work?

Bethany May Wagner is listed as Chief Compliance Officer at Level Financial Advisors, Inc. on SEC Form ADV.

How much of Level Financial Advisors, Inc. does Bethany May Wagner own?

Form ADV reports a beneficial ownership band of Under 5%.

Level Financial Advisors, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024