TREASURE VALLEY FINANCIAL PLANNING of MERIDIAN, ID is an SEC-registered investment adviser (CRD 341732).
Compensation: % of AUM, Fixed, Commissions.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Bruce Morrison | MANAGING MEMBER, OWNER; OWNER | — |
| Jonathan Tyler Belnap | MANAGING MEMBER, OWNER; OWNER | — |
| Nick Stablein | CHIEF COMPLIANCE OFFICER | — |
| Nick Phillip Stablein | CHIEF COMPLIANCE OFFICER | — |