Larkspur Financial Advisors, Inc.

Novato, CA

California

Registered In

08/23/2019

Incorp. Date

Company Summary

Larkspur Financial Advisors, Inc. at 438 Ignacio Blvd, Novato, Ca 94949 lists Kevin Robert Bartel and Sue Gules Bartel of Novato, CA as the associates.

Registered In: California
Incorporation Date: 08/23/2019
Registration Type: Domestic
Company Type: Stock Corporation - Ca - General
Status: Active
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Kimberly Strickland Individual Agent	1372 N MCDOWELL BLVD STE J, PETALUMA, CA 94954
Kevin Robert Bartel CEO	30 CORTE ROBLE, NOVATO, CA 94949
Sue Gules Bartel Chief Financial Officer	30 CORTE ROBLE, NOVATO, CA 94949 (View Past Addresses)
Sue Gules Bartel Director	30 CORTE ROBLE, NOVATO, CA 94949 (View Past Addresses)
Kevin Robert Bartel Director	30 CORTE ROBLE, NOVATO, CA 94949 (View Past Addresses)
Sue Gules Bartel Secretary	30 CORTE ROBLE, NOVATO, CA 94949 (View Past Addresses)

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438 IGNACIO BLVD, NOVATO, CA 94949 View Map

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Financial Information for Larkspur Financial Advisors, Inc.

Form 5500

LARKSPUR FINANCIAL ADVISORS, INC.

438 Ignacio Blvd, Novato, Ca 94949 (415) 924-6703 EIN:84-3199142 Plan Admin:Sue Bartel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLFA PRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $118,719	2022	LFA PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$0 / $118,719

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LARKSPUR FINANCIAL ADVISORS, INC.

100 Tamal Plaza, CORTE MADERA, CA 94925

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$21,337 Forgiven$21,509 LenderPathward National Association Jobs3	04/30/2020	$21,337	$21,509	Pathward National Association	3

PPP Loans based on Paycheck Protection Program.

Person/City Match:Kimberly Strickland - Petaluma, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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