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Planful Finance LLC CRD 322439
$53.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
525 3Rd Street Suite 200, Lake Oswego, OR 97034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-12 |
| OR | RA | APPROVED | 2024-11-12 |
| NY | RA | APPROVED | 2024-06-24 |
| WA | RA | APPROVED | 2023-07-12 |
| TX | RA | APPROVED_RES | 2022-09-15 |
Branch Locations
525 3Rd Street Suite 200, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline Financial Northwest | Portland | OR | 08/2012 | 01/2023 |
| Planful Finance Llc | Lake Oswego | OR | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-28 |
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