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Chief Compliance Officer · Treasure Valley Financial Planning

Nick P. Stablein

CRD 8255021 · Named on Form ADV at one SEC-registered adviser

At a glance

Treasure Valley Financial Planning, an SEC-registered wealth manager based in Meridian, ID with $336 million in regulatory assets, lists Nick P. Stablein on its Form ADV as Chief Compliance Officer.

Firms and roles

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Nick’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.