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Catherine Curtis

Owner And Chief Compliance OfficerCurtis Financial Planning, LLCCRD 1644947

About Catherine Curtis

Catherine Curtis is listed as Owner And Chief Compliance Officer at Curtis Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Curtis Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Catherine Curtis work?

Catherine Curtis is listed as Owner And Chief Compliance Officer at Curtis Financial Planning, LLC on SEC Form ADV.

How much of Curtis Financial Planning, LLC does Catherine Curtis own?

Form ADV reports a beneficial ownership band of Over 75%.

Curtis Financial Planning, LLC

TitleOwner And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2001
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