# TREASURE VALLEY FINANCIAL PLANNING

TREASURE VALLEY FINANCIAL PLANNING of MERIDIAN, ID is an SEC-registered investment adviser.

## Registration

- CRD: 341732
- Type: SEC-registered investment adviser
- SEC file number: 801-136321
- Location: 3715 E. OVERLAND ROAD, MERIDIAN, ID, 83642
- Phone: 208-789-0888
- Latest filing: 2026-08-03
- Clients: 10

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341732/similar
- Related entities: https://search.stillhousedata.com/firm/341732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341732

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.