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Charissa Lynn Hartmann

Chief Financial OfficerRelation Wealth Management, Inc.CRD 7228165

About Charissa Lynn Hartmann

Charissa Lynn Hartmann is listed as Chief Financial Officer at Relation Wealth Management, Inc. in Tulsa, OK. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Relation Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charissa Lynn Hartmann work?

Charissa Lynn Hartmann is listed as Chief Financial Officer at Relation Wealth Management, Inc. on SEC Form ADV.

How much of Relation Wealth Management, Inc. does Charissa Lynn Hartmann own?

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

Relation Wealth Management, Inc.

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2024