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Geoffrey Peter Schock

TRUTINA FINANCIAL, L.L.C.·BELLEVUE, Washington
Series 65Clean record14 years registeredTRUTINA FINANCIAL, L.L.C.
10811 MAIN STREET, BELLEVUE, WA 98004-6323CRD# 5639824Firm CRD# 148866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Peter Schock · BELLEVUE, WA
Registration
CRD #5639824 · TRUTINA FINANCIAL, L.L.C. · 14 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Dec 2023 – present
TRUTINA FINANCIAL
Oct 2011 – Mar 2024
BELLEVUE, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 14, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUTINA FINANCIAL, L.L.C.
CRD 148866 · SEC 801-70313
AUM
$942M
Regulatory assets under management
Employees
16
1,119 client accounts
Services offered by TRUTINA FINANCIAL, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUTINA FINANCIAL, L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Geoffrey Peter Schock offer?
Geoffrey Peter Schock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Geoffrey Peter Schock's credentials?
Geoffrey Peter Schock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Peter Schock located?
Geoffrey Peter Schock is based in BELLEVUE, Washington, working with TRUTINA FINANCIAL, L.L.C.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Geoffrey Peter Schock charge for services?
Geoffrey Peter Schock's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUTINA FINANCIAL, L.L.C.?
TRUTINA FINANCIAL, L.L.C. has approximately 16 employees and manages $942M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUTINA FINANCIAL, L.L.C.

Matthew Michael Myers
BELLEVUE, WA
CFP
Todd William Carter
BELLEVUE, WA

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