Inland Financial Planning

Inland Financial Planning (CRD# 315123) is a financial advisory firm headquartered in Spokane, WA. They manage $30,314,323 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
319 W Hastings Rd, Ste A107, Spokane, WA 99218
http://www.inlandfp.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $149,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Inland Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Richard Cullen, financial advisor Spokane WA
Richard P. Cullen
CRD#: 6092944
319 W Hastings Rd, Ste A107, Spokane, WA 99218

Richard Cullen (CRD# 6092944) is an Investment Advisor Representative working at Inland Financial Planning in Spokane, WA and has over 11 years of experience in the finance industry.

2
Jennifer Traynor, financial advisor Spokane WA
Jennifer L. Traynor
CRD#: 5925917
319 W Hastings Rd, Ste A107, Spokane, WA 99218

Jennifer Traynor (CRD# 5925917) is an Investment Advisor Representative working at Inland Financial Planning in Spokane, WA and has 1 year 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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