Altitude Financial Planning

Altitude Financial Planning (CRD# 151811) is a financial advisory firm headquartered in Big Bear Lake, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 412, Big Bear Lake, CA 92315
https://www.linkedin.com/in/lisaapatterson/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Altitude Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Patterson, financial advisor Big Bear Lake CA
Lisa A. Patterson
CRD#: 3233520
Big Bear Lake, CA

Lisa Patterson (CRD# 3233520) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 24 years of experience in the finance industry.

2
Sandra Senft, financial advisor Big Bear Lake CA
Sandra D. Senft
CRD#: 5746504
Big Bear Lake, CA

Sandra Senft (CRD# 5746504) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals