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Shareholder · Peace of Mind Financial Planning, Inc

Danielle R. Parris-Exline

CRD 7285794 · Named on Form ADV at one SEC-registered adviser

At a glance

Peace of Mind Financial Planning, Inc, an SEC-registered wealth manager based in Colorado Springs, CO with $124 million in regulatory assets, lists Danielle R. Parris-Exline on its Form ADV as Shareholder.

Firms and roles

AtlasMembers

Danielle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Linda Y. LeitzPresident and Chief Compliance Officer, Peace of Mind Financial Planning, Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Danielle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.