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11335 Ne 122Nd Way Suite 105, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-01-18 |
| WA | RA | APPROVED | 2021-06-11 |
Branch Locations
11335 Ne 122Nd Way Suite 105, Kirkland, WA 98034 • United States
Kirkland, WA • United States
Kirkland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Bothell | Bothell | WA | 01/2011 | 08/2018 |
| Big Red Abacus, Llc | Kirkland | WA | 11/2013 | 10/2023 |
| Kaizen Financial Advisors | Kirkland | WA | 05/2019 | 02/2020 |
| Southern New Hampshire University | Hooksett | NH | 02/2015 | 10/2023 |
| Big Red Abacus, Llc D/B/A Abacus Financial Planning | Kirkland | WA | 04/2021 | 10/2023 |
| Abacus Financial Planning, Llc | Kirkland | WA | 10/2023 | Present |
Katherine Cook is a minority owner and member of GPN Alliance, a member owned corporation. Its members include Garrett Planning Network members as well as other industry leaders passionate about delivering Fee-Only, Advice-Only, Accessible financial planning services. This activity amounts to less than 1 percent of her time, outside of trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-07 |
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