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323 W. Heron Street Suite 2, Aberdeen, WA 98520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
| KS | RA | APPROVED | 2026-06-23 |
| WA | RA | APPROVED | 2023-03-24 |
Branch Locations
323 W. Heron Street Suite 2, Aberdeen, WA 98520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grays Harbor College | Aberdeen | WA | 08/2019 | 09/2024 |
| Pittsburg State University | Pittsburg | KS | 09/2010 | 08/2019 |
| H&R Block | Aberdeen | WA | 11/2021 | 04/2026 |
| Schreiner Financial Solutions | Pittsburg | KS | 01/2011 | 03/2023 |
| Schreiner Financial Solutions | Aberdeen | WA | 04/2023 | Present |
Schreiner Financial Solutions (Tax Preparation). A portion of Schreiner Financial is dedicated to the preparation of taxes, and the needs of tax clients, including audit representation. This portion of Schreiner Financial is not investment related, unless tax planning for investments or included as part of a financial planning contract. All contact information is the same, I act as owner, tax preparation began in 2004, I devote approximately 60 hours a year to this, mostly in February, March, and October. Duties include preparing taxes. I provide seasonal tax preparation with H&R Block in Aberdeen, WA. I perform no investment advising, but I do prepare individual tax returns and offer tax advice. I have worked on and off with the company since November of 2021, and during tax season and preseason training work 0 to 40 hours depending on need.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-29 |
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