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Melissa Louise Leonard

Chief Executive Officer And Chief Compliance OfficerCairn Financial Planning, LLCCRD 6107919

About Melissa Louise Leonard

Melissa Louise Leonard is listed as Chief Executive Officer And Chief Compliance Officer at Cairn Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

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

Frequently asked questions

Where does Melissa Louise Leonard work?

Melissa Louise Leonard is listed as Chief Executive Officer And Chief Compliance Officer at Cairn Financial Planning, LLC on SEC Form ADV.

How much of Cairn Financial Planning, LLC does Melissa Louise Leonard own?

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

Cairn Financial Planning, LLC

TitleChief Executive Officer And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
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