Elise Makana Fontanilla Williams

Employer firm

Baring Financial LLC CRD 173761

$210M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2022 → Present
  Baring Financial Llc
  Bellingham, WA
• 07/2018 → Present
  Logan Danson Llc
  Bellingham, WA
• 09/2014 → 06/2018
  Unemployed
  College Place, WA

Other Businesses

I have been employed as a tax accountant with Logan Danson, LLC since July 2021. Logan Danson is the sister company to Baring Financial and is located in the same office. This is my full-time job.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-15