Financial PLAN Inc
Legal Name: FINANCIAL PLAN, INC.
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Financial PLAN Inc is legally known as FINANCIAL PLAN, INC.. It is a WA Corporation. This firm has 11 employees, of which 6 are employees in advisory roles. It serves 27 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 15, 2012.
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DAVID ALDEN DICK
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
JAMES BARBER TWINING
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
NATHAN JAMES TWINING
CHIEF TECHNOLOGY OFFICER owns more than 5% but less than 10%
WILLIAM DEVIN WOLF
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%