FINANCIAL PLAN, INC. of BELLINGHAM, WA is an SEC-registered investment adviser (CRD 116073). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| James Barber Twining | CHIEF EXECUTIVE OFFICER | — |
| David Alden Dick | CHIEF COMPLIANCE OFFICER | — |
| William Devin Wolf | CHIEF INVESTMENT OFFICER | — |
| Nathan James Twining | CHIEF TECHNOLOGY OFFICER | — |
| Gabriel Aaron Twining | CHIEF PERSONNEL OFFICER | — |
| TWINING JAMES BARBER | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| DICK DAVID ALDEN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| WOLF WILLIAM DEVIN | CHIEF INVESTMENT OFFICER | — |
| TWINING NATHAN JAMES | CHIEF TECHNOLOGY OFFICER | — |
| Twining Gabriel Aaron | CHIEF PERSONNEL OFFICER | — |