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Tricia Lynn De Haan is a financial_advisor professional located in Pella, IA. They specialize in financial advisory. With over 4 years of experience, they bring deep expertise to every client.
Tricia Lynn De Haan - Cwm, Llc holds an active professional license (FINRA CRD) for your protection.
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Tricia Lynn De Haan operates Cwm, LLC, a financial advisory firm based in Pella, Iowa. With four years in business, De Haan works with clients on financial planning and investment guidance. The firm holds a FINRA CRD registration, which governs securities-related advisory activities. De Haan brings experience in the financial services sector and maintains active licensing to serve clients in Iowa and beyond.
A FINRA CRD (Central Registration Depository) registration indicates that Tricia Lynn De Haan is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and financial advisors in the United States. This registration means the advisor has met specific regulatory requirements and is subject to FINRA oversight, compliance rules, and continuing education standards. Clients can verify this registration through FINRA's BrokerCheck system using the license number provided, which offers transparency into the advisor's regulatory history and any disciplinary actions.