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Kelsey Lynn bouwman Martin

Financial Plan, Inc.

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About Kelsey Lynn bouwman Martin

Kelsey Lynn bouwman Martin is an Investment Advisor Representative registered with the state of Washington. Kelsey Lynn bouwman Martin is a Certified Financial Planner and has been in the industry since September 2019. Kelsey Lynn bouwman Martin is associated with Financial Plan, Inc. in Bellingham, Washington.

Firm Information

Kelsey Martin is currently registered with Financial Plan, Inc.. Financial Plan, Inc. is an investment advisor headquartered in Bellingham, Washington, with over $1 billion in assets under management. They provide financial planning and portfolio management services to a range of clients, including individuals, high-net-worth individuals, and charitable organizations. They have a team of 10 investment adviser representatives and offer services like financial planning, portfolio management for individuals, and portfolio management for charitable organizations.
Financial Plan, Inc.

2115 BARKLEY BLVD.

BELLINGHAM, WA 98226

$1.05B

Assets Under Management

14

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelsey Martin’s Registration & Firm History

WA

04/07/2020 - Present

Financial Plan, Inc. (BELLINGHAM WA)

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Licenses & Designations

IA

Issued 03/05/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey Lynn bouwman Martin.
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