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Finop · Secure Planning

Karen Marie Gendron

CRD 1503330 · Named on Form ADV at one SEC-registered adviser

At a glance

Secure Planning, an SEC-registered broker-dealer firm based in Portsmouth, NH with $187 million in regulatory assets, lists Karen Marie Gendron on its Form ADV as Finop.

Firms and roles

  • Secure PlanningFinopBroker-dealer firm · Portsmouth, NH · $187M in regulatory assets

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.

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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

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.