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Stefany Lynn Carrick

Chief Of StaffErts Wealth Advisors, LLCCRD 5956808

About Stefany Lynn Carrick

Stefany Lynn Carrick is listed as Chief Of Staff at Erts Wealth Advisors, LLC in Marquette, MI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Erts Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stefany Lynn Carrick work?

Stefany Lynn Carrick is listed as Chief Of Staff at Erts Wealth Advisors, LLC on SEC Form ADV.

How much of Erts Wealth Advisors, LLC does Stefany Lynn Carrick own?

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

Erts Wealth Advisors, LLC

TitleChief Of Staff
OwnershipUnder 5%
Control personYes
Since2024