Unclaimed Profile

Rebecca Ann Stapp

STAPP WEALTH MANAGEMENT, PLLC·OLYMPIA, Washington

Clean recordSTAPP 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca Ann Stapp is a registered financial advisor based in OLYMPIA, Washington, affiliated with STAPP WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STAPP WEALTH MANAGEMENT, PLLC

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAPP WEALTH MANAGEMENT, PLLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6586854

Firm CRD# 116553

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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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