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Michael Steven Policar

Managing Member/Investment Advisor Representative/Chief Compliance OfficerNgp Financial Planning, LLCCRD 6074746

About Michael Steven Policar

Michael Steven Policar is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Ngp Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

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

Frequently asked questions

Where does Michael Steven Policar work?

Michael Steven Policar is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Ngp Financial Planning, LLC on SEC Form ADV.

How much of Ngp Financial Planning, LLC does Michael Steven Policar own?

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

Ngp Financial Planning, LLC

TitleManaging Member/Investment Advisor Representative/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
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