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Kathleen Erin Kane

Managing Partner And Chief Compliance OfficerBeacon Financial Planning, IncCRD 7073181

About Kathleen Erin Kane

Kathleen Erin Kane is listed as Managing Partner And Chief Compliance Officer at Beacon Financial Planning, Inc in Hyannis, MA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Beacon Financial Planning, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Erin Kane work?

Kathleen Erin Kane is listed as Managing Partner And Chief Compliance Officer at Beacon Financial Planning, Inc on SEC Form ADV.

How much of Beacon Financial Planning, Inc does Kathleen Erin Kane own?

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

Beacon Financial Planning, Inc

TitleManaging Partner And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2023
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