Justin D. Egbert

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID 83642

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CRD#: 7747032

Professional summary

Justin Dillan Egbert, who also goes by Dillan Egbert, is a registered financial advisor currently at TREASURE VALLEY FINANCIAL PLANNING located in Meridian, Idaho.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Justin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Dillan Egbert

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.

More Than Suites, LLC, Not investment related, 25 S Sugar Loop Ln, Nampa, ID 83687, Men's retail, owner, started 11/2022, 8 hours per month, zero hours during trading hours, operator

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Dillan Egbert's CRS (Customer Relationship Summary).

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

May 27, 2026 - Present

TREASURE VALLEY FINANCIAL PLANNING

Office #1: 3715 E. Overland Road Ste 205, Meridian, ID 83642

RIA

CRD#: 341732

MERIDIAN, ID

Past

May 19, 2023 - August 10, 2026

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Meridian, ID

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
(5/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2023

Uniform Investment Adviser Law Examination

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

TREASURE VALLEY FINANCIAL PLANNING | TVFP, LLC

CRD#: 341732 / SEC#: 801-136321

RIA

Registered Investment Advisory firm - (5/21/2026 120-Day Approval)

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Contact information

Main Address

3715 E. Overland Road Ste 205, Meridian, ID 83642

Mailing Address

Phone number

(208) 789-0888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/27/2026)

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.

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Justin D. Egbert

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Dillan Egbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREASURE VALLEY FINANCIAL PLANNING

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2023

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TREASURE VALLEY FINANCIAL PLANNING

TRUST BUT VERIFY

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