Katherine
Van Wyngarden

Atwood Financial Planning LLC

CRD#7591259
Investment Advisor
in Pullman, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started