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Prentice Financial Planning, LLC CRD 286565
$97.3M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-04 |
Branch Locations
2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
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