Pamela Jean Lamichhane

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-07-01

WA RA
APPROVED

Since 2025-07-01

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

711 S Capitol Way, Suite 705, Olympia, WA 98501 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Olympia	WA	12/2019	06/2021
Washington Business Bank	Olympia	WA	08/2019	12/2019
Obee Credit Union	Lacey	WA	05/2018	08/2019
Columbia Bank	Lakewood	WA	02/2018	03/2018
Unemployed	Olympia	WA	03/2018	05/2018
Koelsch Senior Communities	Olympia	WA	01/2018	02/2018
Unemployed	Olympia	WA	12/2017	01/2018
First National Bank Of Ottawa	Ottawa	IL	09/2004	11/2017
Rockefeller Financial Llc	Olympia	WA	06/2021	Present

12/2019 → 06/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Olympia, WA
08/2019 → 12/2019

Washington Business Bank

Olympia, WA
05/2018 → 08/2019

Obee Credit Union

Lacey, WA
02/2018 → 03/2018

Columbia Bank

Lakewood, WA
03/2018 → 05/2018

Unemployed

Olympia, WA
01/2018 → 02/2018

Koelsch Senior Communities

Olympia, WA
12/2017 → 01/2018

Unemployed

Olympia, WA
09/2004 → 11/2017

First National Bank Of Ottawa

Ottawa, IL
06/2021 → Present

Rockefeller Financial Llc

Olympia, WA

Other Businesses

Self-published Author; Non-investment related. 6909 Stone St SE, Lacey, WA 98513; Author; 11/05/2024. 40 hours a month and 0 hours during trading hours. self-published author on Kindle Direct Publishing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-01

S66 Uniform Combined State Law Examination

2025-07-01

Other Names

Pamela Jean Rankin
Pamela Jean Aspel

View on SEC IAPD