Financial PLAN Inc
Legal Name: FINANCIAL PLAN, INC.
Full Contact Details
Financial PLAN Inc
2115 BARKLEY BLVD., SUITE 101, BELLINGHAM, WA
360-714-1234
360-738-3125
Other Info
Financial Plan, Inc., a Washington Corporation, is a registered financial advisory firm with the U.S. Securities and Exchange Commission (SEC) since November 15, 2012. The firm currently has 11 employees, with six in advisory roles. Its services are geared towards serving 27 clients.
Bellingham Financial Advisors & Wealth Management Firm - FP Inc.®
Financial Plan, Inc. is an independent fee-only financial advisory firm located in Bellingham, WA. Call us today at (360) 714-1234.
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Direct Owners
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DAVID ALDEN DICK
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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JAMES BARBER TWINING
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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NATHAN JAMES TWINING
CHIEF TECHNOLOGY OFFICER owns more than 5% but less than 10%
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WILLIAM DEVIN WOLF
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%