PPrivate Fund Data Log in Join · $37/mo

Karen Jean Eamon

Chief Compliance Officer, ManagerNext Level Wealth Planning, LLCCRD 6701610

About Karen Jean Eamon

Karen Jean Eamon is listed as Chief Compliance Officer, Manager at Next Level Wealth Planning, LLC in Meridian, ID. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Next Level Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen Jean Eamon work?

Karen Jean Eamon is listed as Chief Compliance Officer, Manager at Next Level Wealth Planning, LLC on SEC Form ADV.

How much of Next Level Wealth Planning, LLC does Karen Jean Eamon own?

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

Next Level Wealth Planning, LLC

TitleChief Compliance Officer, Manager
OwnershipUnder 5%
Control personYes
Since2023
View Next Level Wealth Planning, LLC →