Mark Stephen Kidd

Employer firm

Kidd Financial Planning, LLC. CRD 323502

$14.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → Present
  Kidd Financial Planning, Llc
  Livonia, MI
• 11/2021 → Present
  Kidd Advisors, Llc
  Livonia, MI
• 07/2019 → 11/2021
  Norton & Kidd Cpas Pc
  Saginaw, MI
• 09/2017 → 07/2019
  Kindlinger & Company Pc
  Traverse City, MI
• 08/2014 → 09/2017
  Dennis, Gartland & Niergarth
  Traverse City, MI

Other Businesses

KIDD ADVISORS LLC, CPA - TAX/ACCOUNTING OFFICE, SHAREHOLDER, 125 PER MONTH MAINLY DURING TRADING HOURS

Designations

• Personal Financial Specialist