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Chief Executive Officer and Chief Compliance Officer · Cairn Financial Planning

Melissa L. Leonard

CRD 6107919 · Named on Form ADV at one SEC-registered adviser

At a glance

Cairn Financial Planning, an SEC-registered asset manager with $0 in regulatory assets, lists Melissa L. Leonard on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Cairn Financial PlanningChief Executive Officer and Chief Compliance OfficerAsset manager · United States · $0M in regulatory assets

AtlasMembers

Melissa’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 Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.