Mailinh Rose Tenorio Vu
Investment Adviser Representative at Financial PLAN, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mailinh Rose Tenorio Vu is an investment adviser representative with Financial PLAN, Inc. in Bellingham, WA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Plan, Inc.Aug 2025 – no end date reportedBellingham, WA
- Private Client FiduciaryMay 2024 – Jul 2024Marysville, WA
- Biola UniversitySep 2021 – May 2025La Mirada, CA
- Bogey's Indoor GolfJun 2025 – no end date reportedArlington, WA
- Haller Middle SchoolSep 2014 – Jul 2017Arlington, WA
- Arlington High SchoolSep 2017 – Jun 2021Arlington, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial PLAN, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- $1M to $2M0.20%
- $2M to $3M0.15%
- $3M to $4M0.10%
- $4M to $10M0.05%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellingham, WA
- SEC file number:
- 801-77339
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Financial PLAN, Inc.
12 other advisors in the directory
Similar advisors in Bellingham, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mailinh Rose Tenorio Vu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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