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Karen Roelke McCloskey

Principal, Chief Financial Officer, And Wealth AdvisorCmh Wealth Management, LLCCRD 2102479

About Karen Roelke McCloskey

Karen Roelke McCloskey is listed as Principal, Chief Financial Officer, And Wealth Advisor at Cmh Wealth Management, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Cmh Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen Roelke McCloskey work?

Karen Roelke McCloskey is listed as Principal, Chief Financial Officer, And Wealth Advisor at Cmh Wealth Management, LLC on SEC Form ADV.

How much of Cmh Wealth Management, LLC does Karen Roelke McCloskey own?

Form ADV reports a beneficial ownership band of 50-75%.

Cmh Wealth Management, LLC

TitlePrincipal, Chief Financial Officer, And Wealth Advisor
Ownership50-75%
Control personYes
Since2009
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