Katherine
Van Wyngarden

Atwood Financial Planning LLC

CRD#7591259
Investment Advisor
in Pullman, WA

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About this Advisor

Katherine Van Wyngarden is a financial advisor based in Pullman, Washington, working with Atwood Financial Planning LLC. Katherine has previously held positions at Presnell Gage, Pllc, Specialty Insulation, Pllc, and Wills & Associates, Pllc. Katherine has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Katherine is part of Atwood Financial Planning LLC, which operates out of Pullman, Washington. The firm has 5 offices and 7 employees. The firm serves high-net-worth clients and offers services including financial planning services, educational seminars, and other services. The fee structure at Atwood Financial Planning LLC includes hourly and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees

Office Location

Pullman, WA

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Atwood Financial Planning LLC Brokerage Details

Total Number of Employees

7

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops
  • Other

Katherine Van Wyngarden Work History

2018 - Present (6 years)

Wills & Associates, Pllc

2017 - 2021 (4 years)

Specialty Insulation, Pllc

2009 - 2017 (8 years)

Presnell Gage, Pllc

Disclosures

Please visit the SEC profile of Katherine Van Wyngarden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atwood Financial Planning LLC

Kimberly Weihbrecht
Alexandria, VA
Erik Attias
Los Angeles, CA
Elizabeth Pennington
Cleveland, OH
Lori Gulin
Washington, DC
Katherine Haynes
Fort Collins, CO
Jason Ross
Cranford, NJ
Ukamaka Onyekelu-Eze
Richmond Hill, NY

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