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Inactive

Levi Brian Westra

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 2026-02-17
  • WA RA
    APPROVED
    Since 2026-02-17

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
Berry Acres Lynden WA 07/2018 08/2018
Bellingham Golf And Country Club Bellingham WA 04/2020 10/2021
Lynden Door Lynden WA 06/2022 08/2023
Calvin University Grand Rapids MI 09/2022 12/2025
Hollander Hospitality Bellingham WA 05/2025 09/2025
Financial Plan Inc. Bellingham WA 01/2026 Present
Calvin University Grand Rapdis MI 08/2022 12/2025
Lynden Christian School Lynden WA 08/2014 06/2022
  • 07/2018 → 08/2018
    Berry Acres
    Lynden, WA
  • 04/2020 → 10/2021
    Bellingham Golf And Country Club
    Bellingham, WA
  • 06/2022 → 08/2023
    Lynden Door
    Lynden, WA
  • 09/2022 → 12/2025
    Calvin University
    Grand Rapids, MI
  • 05/2025 → 09/2025
    Hollander Hospitality
    Bellingham, WA
  • 01/2026 → Present
    Financial Plan Inc.
    Bellingham, WA
  • 08/2022 → 12/2025
    Calvin University
    Grand Rapdis, MI
  • 08/2014 → 06/2022
    Lynden Christian School
    Lynden, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

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PRIVATE ADVISOR GROUP, LLC
WEST INVEST
SATURNA CAPITAL CORPORATION

Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

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
PRIVATE ADVISOR GROUP, LLC · Bellingham, WA

More in Bellingham, WA

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