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Wendy Nelson Wyatt

Prentice Financial Planning, LLC

Olympia, WA

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Current Employers
Prentice Financial Planning, Llc

2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-04
  • WA RA
    APPROVED
    Since 2025-11-04

Branch Locations

2407 Pacific Avenue Suite A, 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
OrganizationCityStateFromTo
Loveful Birth Services Olympia WA 01/2012 01/2020
Outback Steakhouse Olympia WA 08/2005 10/2021
Unemployed Olympia WA 10/2021 12/2022
Boston Harbor Landscaping Olympia WA 01/2023 06/2025
Prentice Financial Planning, Llc Olympia WA 06/2023 Present
Prentice Financial Planning, Llc Olympia WA 11/2025 Present
  • 01/2012 → 01/2020
    Loveful Birth Services
    Olympia, WA
  • 08/2005 → 10/2021
    Outback Steakhouse
    Olympia, WA
  • 10/2021 → 12/2022
    Unemployed
    Olympia, WA
  • 01/2023 → 06/2025
    Boston Harbor Landscaping
    Olympia, WA
  • 06/2023 → Present
    Prentice Financial Planning, Llc
    Olympia, WA
  • 11/2025 → Present
    Prentice Financial Planning, Llc
    Olympia, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-04
  • S65 Uniform Investment Adviser Law Examination
    2025-11-04
Other Names
  • Wendy N Aggergaard

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Olympia, WA
&PARTNERS · Olympia, WA
TRINITY CAPITAL MANAGEMENT, LLC · Olympia, WA
BYRNE & COMPANY WEALTH MANAGEMENT, LLC · OLYMPIA, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OLYMPIA, WA
LPL FINANCIAL LLC · OLYMPIA, WA
GK CAPITAL PARTNERS · OLYMPIA, WA
EDWARD JONES · OLYMPIA, WA

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