ATWOOD FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 288941). Regulatory assets under management: $15.8M.
Compensation: Hourly, Fixed.
Clients served: Individuals, Other.
| Name | Role | Location |
|---|---|---|
| Lori Atwood Gulin | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Pennington | SENIOR ASSOCIATE | — |
| GULIN LORI ATWOOD | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Pennington Elizabeth | SENIOR ASSOCIATE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 508 243 2323 |
| — | — | 1 | 845 803 3994 |
| — | — | 1 | 917 620 4217 |
| — | — | 1 | 715 456 9794 |
| — | — | 1 | (509) 903-5990 |
| — | — | 1 | 508 243 2323 |
| — | — | 1 | 845 803 3994 |
| — | — | 1 | 917 620 4217 |
| — | — | 1 | 715 456 9794 |
| — | — | 1 | (509) 903-5990 |