Unclaimed Profile

Rebecca Ann Stapp

STAPP WEALTH MANAGEMENT, PLLC·OLYMPIA, Washington

Series 65Clean record10 years registeredSTAPP WEALTH MANAGEMENT, PLLC

1800 COOPER POINT ROAD SW, OLYMPIA, WA 98502-1179CRD# 6586854Firm CRD# 116553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Ann Stapp · OLYMPIA, WA

Registration

CRD #6586854 · STAPP WEALTH MANAGEMENT, PLLC · 10 years registered

Brand Profile

Not yet started

Career History

STAPP WEALTH MANAGEMENT, PLLC

Jul 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 4, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAPP WEALTH MANAGEMENT, PLLC

CRD 116553 · SEC 801-123102

AUM

$109M

Regulatory assets under management

Employees

257 client accounts

Services offered by STAPP WEALTH MANAGEMENT, PLLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STAPP WEALTH MANAGEMENT, PLLC →

Introduction

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Frequently Asked Questions

What services does Rebecca Ann Stapp offer?

Rebecca Ann Stapp specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in OLYMPIA, Washington for a consultation.

What are Rebecca Ann Stapp's credentials?

Rebecca Ann Stapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Ann Stapp located?

Rebecca Ann Stapp is based in OLYMPIA, Washington, working with STAPP WEALTH MANAGEMENT, PLLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.

How does Rebecca Ann Stapp charge for services?

Rebecca Ann Stapp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAPP WEALTH MANAGEMENT, PLLC?

STAPP WEALTH MANAGEMENT, PLLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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