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William Devin Wolf

Financial Plan, Inc.

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About William Devin Wolf

William Devin Wolf is a financial advisor registered with the state of Washington. William has been in the financial services industry for over 10 years. William Devin Wolf is currently employed by Financial Plan, Inc. William Devin Wolf has passed the Series 7, Series 31, and Series 66 exams. William Devin Wolf holds the Certified Financial Planner designation.

Firm Information

William Wolf 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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William Wolf’s Registration & Firm History

WA

08/23/2010 - Present

Financial Plan, Inc. (BELLINGHAM WA)

WA

05/11/2010 - 03/15/2012

LPL FINANCIAL LLC (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 06/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 05/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Devin Wolf.
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