Champion Financial Planning LLC

Champion Financial Planning LLC (CRD# 311684) is a financial advisory firm headquartered in , . They manage $3,500,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.championfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $205,882
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Champion Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Rash, financial advisor Anacortes WA
Kyle G. Rash
CRD#: 7311531
Anacortes, WA

Kyle Rash (CRD# 7311531) is an Investment Advisor Representative working at Champion Financial Planning LLC in Anacortes, WA and has over 3 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.

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