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Nathan James Twining

Chief Technology OfficerFinancial Plan, Inc.CRD 6142269

About Nathan James Twining

Nathan James Twining is listed as Chief Technology Officer at Financial Plan, Inc. in Bellingham, WA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Financial Plan, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nathan James Twining work?

Nathan James Twining is listed as Chief Technology Officer at Financial Plan, Inc. on SEC Form ADV.

How much of Financial Plan, Inc. does Nathan James Twining own?

Form ADV reports a beneficial ownership band of 10-25%.

Financial Plan, Inc.

TitleChief Technology Officer
Ownership10-25%
Control personYes
Since2015