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Angela Beth Furubotten-Larosee

Avea Financial Planning, LLC

Pasco, WA

CRD 5967349

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Employer firm

Avea Financial Planning, LLC CRD 288702

$12.5M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Avea Financial Planning, Llc

Pasco, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-10-06
  • WA RA
    APPROVED
    Since 2017-10-06

Branch Locations

Pasco, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Advisor Benefits Group, Inc. Kennewick WA 01/2015 05/2017
Avea Financial Planning, Llc Pasco WA 08/2017 Present
Previous Registrations
  • 2014-06-19 → 2017-05-31
    The Advisor Benefits Group, Inc.
    Kennewick, WA
  • 2012-03-27 → 2015-10-20
    Alp Financial Planning Inc.
    Kennewick, WA
Designations
  • Certified Financial Planner

View on SEC IAPD

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