Best Investors Account Sign in
Inactive

Mailinh Rose Tenorio Vu

Financial Plan, Inc.

Bellingham, WA

CRD 8194722

Claim This Profile
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:

Current Employers
Financial Plan, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-25
  • WA RA
    APPROVED
    Since 2025-11-25

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 08/2025 Present
Private Client Fiduciary Marysville WA 05/2024 07/2024
Biola University La Mirada CA 09/2021 05/2025
Bogey's Indoor Golf Arlington WA 06/2025 Present
Haller Middle School Arlington WA 09/2014 07/2017
Arlington High School Arlington WA 09/2017 06/2021
  • 08/2025 → Present
    Financial Plan, Inc.
    Bellingham, WA
  • 05/2024 → 07/2024
    Private Client Fiduciary
    Marysville, WA
  • 09/2021 → 05/2025
    Biola University
    La Mirada, CA
  • 06/2025 → Present
    Bogey's Indoor Golf
    Arlington, WA
  • 09/2014 → 07/2017
    Haller Middle School
    Arlington, WA
  • 09/2017 → 06/2021
    Arlington High School
    Arlington, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.

Nearby Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA

More in Bellingham, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor