Margaret H. Bartelt
Professional summary
Margaret Helen Bartelt, CFP®, who also goes by Meg Bartelt, is a registered financial advisor currently at FLOW FINANCIAL PLANNING, L.L.C. located in Bellingham, Washington.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Margaret has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Helen Bartelt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
April 26, 2016 - Present
FLOW FINANCIAL PLANNING, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2016)
(8/25/2021)
(3/21/2023)
(4/26/2016)
Current Firm
FLOW FINANCIAL PLANNING, L.L.C.
CRD#: 281934 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 75,688,289 |
Red Flags
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