Bellinghamfinancialplanners.com (CRD# 109704) is a financial advisory firm headquartered in Bellingham, WA. They manage $25,031,683 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts123ACCOUNTS
Average Account Value$203,510
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CO, OR, TX, WA
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.