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Eldon Richard Harsin

Eldon Richard Harsin

CFP®
PACIFIC FINANCIAL ADVISORS
BELLEVUE, WA
·CRD# 1172371·43 years experience

Professional Summary

Eldon Richard Harsin, CFP®, who also goes by Dick Harsin, is a registered financial advisor currently at PACIFIC FINANCIAL ADVISORS located in Bellevue, Washington. Eldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Eldon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dick Harsin

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1998

Years of Experience

43 years in the financial services industry

Current & Past Employments

PACIFIC FINANCIAL ADVISORS·CRD# 154160
RIA
11400 Se 8th Av Se Suite 460, Bellevue, WA 98004
January 2, 2026 - Present
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Lynnwood, WA
July 2, 2014 - December 31, 2025
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Lynnwood, WA
June 30, 2014 - December 31, 2025
HARSIN RETIREMENT PLANNING, INC.·CRD# 117458
RIA
Edomds, WA
February 14, 1997 - September 1, 2003
LPL FINANCIAL LLC·CRD# 6413
RIA
Lynnwood, WA
March 7, 1994 - July 7, 2014
LPL FINANCIAL LLC·CRD# 6413
BD
Lynnwood, WA
June 24, 1993 - July 7, 2014
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
May 4, 1989 - July 25, 1990
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
September 9, 1983 - December 31, 1988

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Current Firm

PF
PACIFIC FINANCIAL ADVISORS

PACIFIC FINANCIAL ADVISORS | WOLF WEALTH MANAGEMENT, INC. | WOLF WEALTH MANAGEMENT | PACIFIC WEALTH MANAGEMENT, INC | PACIFIC FINANCIAL ADVISORS, INC.

CRD#: 154160 / SEC#: 801-136357
RIA
Registered Investment Advisory firm - SEC (6/8/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (7/12/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

11400 Se 8th Av Se Suite 460, Bellevue, WA 98004

Phone Number

(425) 458-3292

# of Employees

6

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PACIFIC FINANCIAL ADVISORS ADV PART 2A JUNE 2026 (6/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

184

AUM (Assets Under Management)

$110,181,436

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Owner, Harsin Wealth, operating company established to facilitate securities business; as of 01/01/2000; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 11/01/2016, 10% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, Harsin Tax Planning, Inc., private entity established to facilitate tax preparation services; Located at 7231 196th Street Southwest, Lynnwood, WA 98036, As of 10/01/19; 10% time spent during regular business hours; Not conducted at branch; Not investment related. 4. Tax Preparer, Harsin Tax Planning, Inc. doing business as 'Harsin Advanced Tax Planning Strategies', offering tax preparation services; Located at 7231 196th Street Southwest, Lynnwood, WA 98036, As of 10/01/19; 10% time spent during regular business hours; Not conducted at branch; Not investment related. 5. Divorce Planner, Harsin Insurance Agency, Inc. DBA Emerald City Divorce Solutions, Located at 7231 196th Street Southwest, Suite B, Lynnwood WA 98036; as of 12/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Not Investment related. 6. Owner of commercial rental property located in Linwood, WA; as of 04/2004, 0% of time spent during business hours, Not conducted at branch; Investment related.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PACIFIC FINANCIAL ADVISORS

PACIFIC FINANCIAL ADVISORS | WOLF WEALTH MANAGEMENT, INC. | WOLF WEALTH MANAGEMENT | PACIFIC WEALTH MANAGEMENT, INC | PACIFIC FINANCIAL ADVISORS, INC.

CRD#: 154160 / SEC#: 801-136357
RIA
Registered Investment Advisory firm - SEC (6/8/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (7/12/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Washington
(1/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1993About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1983About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Nov 2005About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Aug 1996About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eldon Richard Harsin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Eldon Richard Harsin
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