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Lori Atwood Gulin

Principal & Chief Compliance OfficerAtwood Financial Planning LLCCRD 4451397

About Lori Atwood Gulin

Lori Atwood Gulin is listed as Principal & Chief Compliance Officer at Atwood Financial Planning LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Atwood Financial Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lori Atwood Gulin work?

Lori Atwood Gulin is listed as Principal & Chief Compliance Officer at Atwood Financial Planning LLC on SEC Form ADV.

How much of Atwood Financial Planning LLC does Lori Atwood Gulin own?

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

Atwood Financial Planning LLC

TitlePrincipal & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017
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