Gregory Thomas Stapp
CFP®Professional Summary
Gregory Thomas Stapp, CFP® is a registered financial advisor currently at STAPP WEALTH MANAGEMENT, PLLC located in Olympia, Washington. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 1 firm and has passed the Series 65 and Series 63 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Education Funding
- Investment Management
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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
Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
STAPP FINANCIAL | STAPP WEALTH MANAGEMENT, PLLC | STAPP FINANCIAL PLANNING, PLLC
Contact Information
Main Address
1800 Cooper Point Road Sw Bldg #10, Olympia, WA 98502-1179Mailing Address
Po Box 11567, Olympia, WA 98508-1567Phone Number
(360) 754-8895# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
215AUM (Assets Under Management)
$145,112,880Similar Advisors
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Other business activities
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
STAPP FINANCIAL | STAPP WEALTH MANAGEMENT, PLLC | STAPP FINANCIAL PLANNING, PLLC
State Registrations and Notice Filings
(6/4/2025)
(12/2/2024)
(12/29/1998)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Thomas Stapp's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Retirement Planning
- Education Funding
- Investment Management
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