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Elizabeth Jenne Zodin

Managing MemberKeel Wealth Management, LLCCRD 1816749

About Elizabeth Jenne Zodin

Elizabeth Jenne Zodin is listed as Managing Member at Keel Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Keel Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Elizabeth Jenne Zodin work?

Elizabeth Jenne Zodin is listed as Managing Member at Keel Wealth Management, LLC on SEC Form ADV.

How much of Keel Wealth Management, LLC does Elizabeth Jenne Zodin own?

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

Keel Wealth Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2016