William Devin Wolf
Chief Investment OfficerFinancial Plan, Inc.CRD 5759493
About William Devin Wolf
William Devin Wolf is listed as Chief Investment Officer at Financial Plan, Inc. in Bellingham, WA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Financial Plan, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Devin Wolf work?
William Devin Wolf is listed as Chief Investment Officer at Financial Plan, Inc. on SEC Form ADV.
How much of Financial Plan, Inc. does William Devin Wolf own?
Form ADV reports a beneficial ownership band of 25-50%.
Financial Plan, Inc.
| Title | Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2015 |