Bellinghamfinancialplanners.com

Bellinghamfinancialplanners.com (CRD# 109704) is a financial advisory firm headquartered in , . They manage $33,732,552 in 152 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $221,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OR, TX, WA

Financial Advisors at Bellinghamfinancialplanners.com
Showing 1 - 1 of 1 top financial advisors.
1
Ronald S. Colson
CRD#: 1715364
Bellingham, WA
90
Wealthminder
score

Ronald Colson (CRD# 1715364) is an Investment Advisor Representative working at Bellinghamfinancialplanners.com in Bellingham, WA and has 1 year of experience in the finance industry. Ronald Colson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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