Best Investors Account Sign in
Inactive

Margaret Helen Bartelt

Flow Financial Planning, L.L.C.

Bellingham, WA

Claim This Profile
Current Employers
Flow Financial Planning, L.L.C.

Bellingham, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-21
NY RA APPROVED 2021-08-25
CA RA APPROVED 2016-10-14
WA RA APPROVED 2016-04-26
  • TX RA
    APPROVED
    Since 2023-03-21
  • NY RA
    APPROVED
    Since 2021-08-25
  • CA RA
    APPROVED
    Since 2016-10-14
  • WA RA
    APPROVED
    Since 2016-04-26

Branch Locations

Bellingham, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flow Financial Planning, Llc Bellingham WA 05/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-11
  • S65 Uniform Investment Adviser Law Examination
    2015-09-11
Designations
Other Names
  • Meg Bartelt

View on SEC IAPD

More in Bellingham, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor