Managing Member/CcoKaizen Retirement Plan Advisors, LLCCRD 2317578
About William Daniel Gleavy
William Daniel Gleavy is listed as Managing Member/Cco at Kaizen Retirement Plan Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Kaizen Retirement Plan Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Daniel Gleavy work?
William Daniel Gleavy is listed as Managing Member/Cco at Kaizen Retirement Plan Advisors, LLC on SEC Form ADV.
How much of Kaizen Retirement Plan Advisors, LLC does William Daniel Gleavy own?
Form ADV reports a beneficial ownership band of Over 75%.