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Erik Michael Nero

President & CcoFirst Step Wealth Planning, LLCCRD 4047258

About Erik Michael Nero

Erik Michael Nero is listed as President & Cco at First Step Wealth Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of First Step Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Erik Michael Nero work?

Erik Michael Nero is listed as President & Cco at First Step Wealth Planning, LLC on SEC Form ADV.

How much of First Step Wealth Planning, LLC does Erik Michael Nero own?

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

First Step Wealth Planning, LLC

TitlePresident & Cco
OwnershipOver 75%
Control personYes
Since2021
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