CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.
CRD #121822 SEC #801-61386 ANNAPOLIS, MD 410-974-0410
SEC Registered
Total AUM
$19.6M
Discretionary
$0
Employees
5
Clients
251
Accounts
103
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- OCTOBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINKNER, NORMA, EDITH | I | PRESIDENT | E | Control |
| FINKNER, NORMA, EDITH | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jan 13, 2004 REGISTERED
Address
588 BELLERIVE DRIVESUITE 1C
ANNAPOLIS, MD 21401
USA
Phone: 410-974-0410