TRAIL FINANCIAL PLANNING LLC
CRD #165063 SEC #801-135022 BELLINGHAM, WA 3603996486
SEC Registered
Total AUM
$103.9M
Discretionary
$103.9M
Employees
4
Clients
101
Accounts
150
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHESBROUGH, JOHN, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER/LEAD FINANCIAL PLANNER | E | Control |
| SNYDER, ELIZABETH, ANN | I | MEMBER/LEAD FINANCIAL PLANNER | B | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (1)
WA
Address
214 N COMMERCIAL ST.BELLINGHAM, WA 98225
United States
Phone: 3603996486