Kelsey Lynn Bouwman Martin

Employer firm

Financial Plan, Inc. CRD 116073

$1.60B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Financial Plan, Inc
  Bellingham, WA
• 10/2017 → 09/2019
  Peoples Bank
  Lynden, WA
• 09/2009 → 09/2017
  High School And College
  Bellingham, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-05

Designations

• Certified Financial Planner

Other Names

• Kelsey Bouwman
• Kelsey L Bouwman