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Rachel Brooke Fuss

Pure Financial Advisors, LLC

Mercer Island, WA

San Diego, CA

CRD 6105395

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Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-11
WA RA APPROVED 2022-01-11
  • CA RA
    APPROVED
    Since 2022-01-11
  • WA RA
    APPROVED
    Since 2022-01-11

Branch Locations

7525 Se 24Th Street Suite 670, Mercer Island, WA 98040 • United States

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • 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
Edward Jones Grants Pass OR 08/2012 07/2019
Edward Jones Freeland WA 08/2019 05/2020
Langley United Methodist Church Langley WA 01/2020 07/2020
Minnesota Life Insurance Company St Paul MN 05/2020 01/2022
Securian Financial Services Inc St Paul MN 05/2020 01/2022
Securian Advisors Northwest Seattle WA 05/2020 01/2022
Pure Financial Advisors, Llc San Diego CA 01/2022 03/2024
Pure Financial Advisors, Llc San Diego CA 03/2024 Present
  • 08/2012 → 07/2019
    Grants Pass, OR
  • 08/2019 → 05/2020
    Freeland, WA
  • 01/2020 → 07/2020
    Langley United Methodist Church
    Langley, WA
  • 05/2020 → 01/2022
    Minnesota Life Insurance Company
    St Paul, MN
  • 05/2020 → 01/2022
    Securian Financial Services Inc
    St Paul, MN
  • 05/2020 → 01/2022
    Securian Advisors Northwest
    Seattle, WA
  • 01/2022 → 03/2024
    San Diego, CA
  • 03/2024 → Present
    San Diego, CA
Previous Registrations
  • 2020-05-22 → 2022-01-13
    Securian Financial Services, Inc.
    Langley, WA
    Seattle, WA
    Seattle, WA
  • 2012-12-10 → 2019-07-30
    St Louis, MO
    Grants Pass, OR
    Grants Pass, OR
Other Businesses

CHARTHOUSE FINANCIAL LLC POSITION: Owner/Employee NATURE: Finance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 hrs/month SECURITIES TRADING HOURS: 4 hrs/month START DATE: 06/2019 ADDRESS: 225 Anthes Ave, Ste. 102, Langley, WA 98260 DESCRIPTION: In the process of closing this business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12
Designations
  • Certified Financial Planner
Other Names
  • Rachel Brooke Ingersoll

View on SEC IAPD

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