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Kathy Poist Cuomo

Financial & Operations PrincipalIntegrated Financial Planning ServicesCRD 4877600

About Kathy Poist Cuomo

Kathy Poist Cuomo is listed as Financial & Operations Principal at Integrated Financial Planning Services in Heidelberg. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Integrated Financial Planning Services
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathy Poist Cuomo work?

Kathy Poist Cuomo is listed as Financial & Operations Principal at Integrated Financial Planning Services on SEC Form ADV.

How much of Integrated Financial Planning Services does Kathy Poist Cuomo own?

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

Integrated Financial Planning Services

TitleFinancial & Operations Principal
OwnershipUnder 5%
Control personNo
Since2006
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