Deanna J. Nowadnick
Professional summary
Deanna Jean Nowadnick, who also goes by Deanna Jean Thorp, is a registered financial advisor currently at THE PLANNER'S EDGE LLC located in Mercer Island, Washington.
Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Deanna has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deanna Jean Nowadnick's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2016 - Present
THE PLANNER'S EDGE LLC
Office #1: 2737 78th Avenue Se Suite 103, Mercer Island, WA 98040September 17, 1998 - July 20, 2011
SECURITIES AMERICA, INC.
June 19, 1991 - September 16, 1998
CETERA WEALTH SERVICES, LLC
March 30, 1982 - November 20, 1990
PACIFIC WEST SECURITIES, INC.
Primary Firm SEC Registration
THE PLANNER'S EDGE LLC
CRD#: 114616 / SEC#: 801-120913
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2016)
Exams
Current Firm
THE PLANNER'S EDGE LLC
CRD#: 114616 / SEC#: 801-120913
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 694 |
| AUM (Assets Under Management) | $ 186,684,510 |
Red Flags
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