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Andrew Martin Zender

Financial Plan, Inc.

Bellingham, WA

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Current Employers
Financial Plan, Inc.

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-04-07
  • WA RA
    APPROVED
    Since 2020-04-07

Branch Locations

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • 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
Financial Plan, Inc. Bellingham WA 12/2018 Present
U.S. Forest Service, U.S. Dept. Of Agriculture Winthrop WA 05/2018 10/2018
High School And College Bellingham And Spokane WA 09/2009 05/2018
Mt Baker School District Deming WA 12/2021 Present
  • 12/2018 → Present
    Financial Plan, Inc.
    Bellingham, WA
  • 05/2018 → 10/2018
    U.S. Forest Service, U.S. Dept. Of Agriculture
    Winthrop, WA
  • 09/2009 → 05/2018
    High School And College
    Bellingham And Spokane, WA
  • 12/2021 → Present
    Mt Baker School District
    Deming, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-07
  • S65 Uniform Investment Adviser Law Examination
    2019-06-07
Designations

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA
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