Partner/co-Owner · Financial Life Planners
Gina G. Wight
CRD 5353376 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Life Planners, an SEC-registered wealth manager based in Tempe, AZ with $208 million in regulatory assets, lists Gina G. Wight on its Form ADV as Partner/co-Owner, a control person.
Firms and roles
- Financial Life PlannersPartner/co-OwnerWealth manager · Tempe, AZ · $208M in regulatory assets
AtlasMembers
Gina’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Cynthia K. FickOwner/president, Financial Life Planners
- Janet L. MesserChief Compliance Officer, Financial Life Planners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.