Elizabeth Snyder has been Member/Lead Financial Planner of Trail Financial Planning since April 2017, is a control person of the firm and directly owns between 10% and 25% of it.
Trail Financial Planning LLC is a Bellingham, WA firm with $117M under management, 157 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Elizabeth (Liz) Snyder is a financial planner at Trail Financial Planning LLC in Bellingham, WA. In 2017 Snyder and John Chesbrough partnered to form the firm. Snyder is a behavior and mental health counselor and works with women in transition, such as a job transition, divorce or death in the family, and with self-employed health professionals.
- Trail Financial Planning LLCCurrent– present · 9 yearsBellingham, WA · Adviser representative · Firm CRD 165063
Professional designations
Listed by Trail Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Snyder is registered as an investment adviser representative in Washington, since June 2017.
- WashingtonSince 8 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Ann Snyder
- CRD
- 6804652
- Firm
- Trail Financial Planning · CRD 165063
- Role
- Member/Lead Financial Planner
- Office
- 214 N COMMERCIAL ST., Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trailfp.com
Where does Elizabeth Snyder work?
Elizabeth Snyder has been Member/Lead Financial Planner of Trail Financial Planning LLC since April 2017, and is a control person of the firm.
Is Elizabeth Snyder a financial advisor?
Yes. Elizabeth Snyder has a current investment-adviser registration in Washington, through Trail Financial Planning since June 2017.
How many years of experience does Elizabeth Snyder have?
Elizabeth Snyder has 9 years in the financial industry, since June 2017, across 1 adviser firm.
What exams has Elizabeth Snyder passed?
Elizabeth Snyder passed the Series 65 in March 2017.
Where is Elizabeth Snyder based?
Elizabeth Snyder’s registered office is in Bellingham, WA.
Is Elizabeth Snyder registered with FINRA?
No. Elizabeth Snyder has no current broker registration.
Is Elizabeth Snyder a CFP?
Trail Financial Planning lists Elizabeth Snyder with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elizabeth Snyder’s record?
Search CRD 6804652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Snyder’s full registration record.
