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Chief Compliance Officer, Manager · Next Level Wealth Planning, LLC

Karen J. Eamon

CRD 6701610 · Named on Form ADV at one SEC-registered adviser

At a glance

Next Level Wealth Planning, LLC, an SEC-registered wealth manager based in Meridian, ID with $323 million in regulatory assets, lists Karen J. Eamon on its Form ADV as Chief Compliance Officer, Manager, a control person.

Firms and roles

AtlasMembers

Karen’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
1 firmLocked
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.

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