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JT

Jennifer L. Traynor

INLAND FINANCIAL PLANNING
Spokane, WA 99218
Some features on this profile are disabled
CRD#: 5925917
JT

Professional summary

Jennifer Lorraine Traynor, who also goes by Jennifer Lorraine Van Engelen, is a registered financial advisor currently at INLAND FINANCIAL PLANNING located in Spokane, Washington.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Lorraine Van Engelen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lorraine Traynor's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 8, 2024 - Present

INLAND FINANCIAL PLANNING

Office #1: 319 W Hastings Rd Ste A107, Spokane, WA 99218
RIA
CRD#: 315123
Spokane, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(2/8/2024)
IAR
Washington
(2/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2023
Uniform Investment Adviser Law Examination

Current Firm

IF
INLAND FINANCIAL PLANNING
CULLEN FINANCIAL PLANNING LLC | INLAND FINANCIAL PLANNING

CRD#: 315123 / SEC#:

Idaho
Registered Investment Advisory firm - (3/29/2022 Approved)
Texas
Registered Investment Advisory firm - (3/25/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (7/16/2021 Approved)
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Contact information

Main Address
319 W Hastings Rd Ste A107, Spokane, WA 99218
Mailing Address
Phone number
(509) 443-5917
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts250
AUM (Assets Under Management)$ 43,262,034

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INLAND FINANCIAL PLANNING

CRD#: 315123Spokane, WA 99218

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