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Donald Ryan McCloskey

Chief Compliance OfficerSummit Wealth & Retirement Planning, Inc.CRD 4579225

About Donald Ryan McCloskey

Donald Ryan McCloskey is listed as Chief Compliance Officer at Summit Wealth & Retirement Planning, Inc. in Eagle, ID. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Summit Wealth & Retirement Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Donald Ryan McCloskey work?

Donald Ryan McCloskey is listed as Chief Compliance Officer at Summit Wealth & Retirement Planning, Inc. on SEC Form ADV.

How much of Summit Wealth & Retirement Planning, Inc. does Donald Ryan McCloskey own?

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

Summit Wealth & Retirement Planning, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
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