Chief Personnel Officer · Financial Plan, Inc.
Gabriel A. Twining
CRD 6570412 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Plan, Inc., an SEC-registered wealth manager based in Bellingham, WA with $1.6 billion in regulatory assets, lists Gabriel A. Twining on its Form ADV as Chief Personnel Officer, a control person.
Firms and roles
- Financial Plan, Inc.Chief Personnel OfficerWealth manager · Bellingham, WA · $1.6B in regulatory assets
AtlasMembers
Gabriel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James B. TwiningChief Executive Officer, Financial Plan, Inc.
- David A. DickChief Compliance Officer, Financial Plan, Inc.
- William D. WolfChief Investment Officer, Financial Plan, Inc.
- Nathan J. TwiningChief Technology Officer, Financial Plan, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gabriel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.