Treasure Valley Financial Planning

CRD 341732 · Meridian, ID

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 341732
SEC number: 801-136321
Firm type: RIA
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: 208-789-0888
Address: 3715 E. Overland Road, Meridian, ID, 83642

Advisors at this firm

7 in our index · page 1 of 1

Jonathan Tyler BelnapCRD 5598602 · Meridian, ID

IA RegisteredRegistration inactive

Disclosure event(s) on record
Patrick D CollinsCRD 5728681 · Meridian, ID

IA RegisteredRegistration inactive
Eugene Albert DelarosaCRD 4909729 · Meridian, ID

IA RegisteredRegistration inactive
Justin Dillan EgbertCRD 7747032 · Meridian, ID

IA Registered
Kendell Wesley FryeCRD 7413418 · Meridian, ID

IA Registered
Matthew Cannon JonesCRD 7985397 · Meridian, ID

IA Registered
David Bruce MorrisonCRD 5463175 · Meridian, ID

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 341732 ↗ FINRA BrokerCheck record for firm CRD 341732 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.