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Matthew Paul Sullivan

President & Chief Compliance OfficerFinancial Planning First, LLCCRD 1516530

About Matthew Paul Sullivan

Matthew Paul Sullivan is listed as President & Chief Compliance Officer at Financial Planning First, LLC in Tuscon, AZ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

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

Frequently asked questions

Where does Matthew Paul Sullivan work?

Matthew Paul Sullivan is listed as President & Chief Compliance Officer at Financial Planning First, LLC on SEC Form ADV.

How much of Financial Planning First, LLC does Matthew Paul Sullivan own?

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

Financial Planning First, LLC

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2022
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