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Avea Financial Planning, LLC CRD 288702
$12.5M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Pasco, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisor Benefits Group, Inc. | Kennewick | WA | 01/2015 | 05/2017 |
| Avea Financial Planning, Llc | Pasco | WA | 08/2017 | Present |
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