Managing Member/chief Compliance Officer · LK Financial Planning LLC
Lawrence O. Kamin
CRD 6035867 · Named on Form ADV at one SEC-registered adviser
At a glance
LK Financial Planning LLC, an SEC-registered wealth manager based in New York, NY with $87 million in regulatory assets, lists Lawrence O. Kamin on its Form ADV as Managing Member/chief Compliance Officer, a control person.
Firms and roles
- LK Financial Planning LLCManaging Member/chief Compliance OfficerWealth manager · New York, NY · $87M in regulatory assets
AtlasMembers
Lawrence’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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 Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.