FINANCIAL PLAN, INC.
CRD #116073 SEC #801-77339 BELLINGHAM, WA 360-714-1234
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
16
Clients
26
Accounts
3,742
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | NA | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TWINING, JAMES, BARBER | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | VICE PRESIDENT | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DICK, DAVID, ALDEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WOLF, WILLIAM, DEVIN | I | CHIEF INVESTMENT OFFICER | B | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| TWINING, NATHAN, JAMES | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | A | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | A | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | A | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | A | Control |
| Twining, Gabriel, Aaron | I | CHIEF PERSONNEL OFFICER | A | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (10)
AZ CA ID IL KS LA MT OR TX WA
Address
11 BELLWETHER WAY, SUITE 301BELLINGHAM, WA 98225-2956
United States
Phone: 360-714-1234