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Stephen Herbert Perrin

Chief Executive OfficerCoordinated Financial Planning CorpCRD 4347386

About Stephen Herbert Perrin

Stephen Herbert Perrin is listed as Chief Executive Officer at Coordinated Financial Planning Corp in Cincinnati, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Coordinated Financial Planning Corp
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Herbert Perrin work?

Stephen Herbert Perrin is listed as Chief Executive Officer at Coordinated Financial Planning Corp on SEC Form ADV.

How much of Coordinated Financial Planning Corp does Stephen Herbert Perrin own?

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

Coordinated Financial Planning Corp

TitleChief Executive Officer
OwnershipOver 75%
Control personYes
Since2022
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