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Pacific Financial Advisors CRD 154160
$110M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11400 Se 8Th Av Se Suite 460, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-13 |
Branch Locations
11400 Se 8Th Av Se Suite 460, Bellevue, WA 98004 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nw Senior Resources, Dba Pacific Group Advisors | Bellevue | WA | 01/1989 | Present |
| Ae Wealth | Kansas City | KS | 05/2016 | 09/2016 |
| Retirement Wealth Advisors | Bellevue | WA | 09/2016 | Present |
| Stryde Cost Remediation, Dba Pacific Group Advisors | Bellevue | WA | 05/2017 | 05/2018 |
| Pacific Financial Advisors | Bellevue | WA | 09/2023 | Present |
| Brookstone Wealth Advisors, Llc | Issaquah | WA | 09/2016 | Present |
1) NW Senior Resources, DBA: Pacific Group Advisors, Investment-Related, 14410 Bel-Red Road, Bellevue, WA 98007, Co-Owner, Insurance Sales & Investment Advisory services, Start Date 01/1989, Hours Dedicated: 40 hrs per week, (17.5 hours per week during trading hours) Duties: Insurance Sales & Investment Advisory Services 2) Federal Employees Benefits Service; Investment Related; 110 S. Hersey Rd, Bloomington IL 61704; Insurance related consulting; Agent; Started 02/2020; 80 hours/month devoted; 0 hours/month devoted during securities trading hours; Prospecting, consulting and marketing retirement related insurance products to Federal employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-16 |
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