Wlfb Inc. (CRD# 172296) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Mark Bergeron (CRD# 839130) is an Investment Advisor Representative working at Wlfb Inc. in Kirkland, WA and has over 40 years of experience in the finance industry. Mark Bergeron 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kelsey Gray (CRD# 5654574) is an Investment Advisor Representative working at Wlfb Inc. in Kirkland, WA and has over 9 years of experience in the finance industry.