Gregory T. Stapp
STAPP WEALTH MANAGEMENT, PLLC
OLYMPIA, WA 98502
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CRD#: 2198693
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.
Question & Answer
What are your service offerings?
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Thomas Stapp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
December 29, 1998 - Present
STAPP WEALTH MANAGEMENT, PLLC
Office #1: 1800cooper Point Road Sw, Bldg #10, Olympia, WA 98502RIA
CRD#: 116553
OLYMPIA, WA
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".
SW
STAPP WEALTH MANAGEMENT, PLLC
STAPP FINANCIAL | STAPP WEALTH MANAGEMENT, PLLC | STAPP FINANCIAL PLANNING, PLLC
CRD#: 116553 / SEC#: 801-123102
RIA
Registered Investment Advisory firm - (2/10/2022 Approved)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Arizona(6/4/2025)
IAR
California(12/2/2024)
IAR
Oregon(12/2/2024)
IAR
Washington(12/29/1998)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
SW
STAPP WEALTH MANAGEMENT, PLLC
STAPP FINANCIAL | STAPP WEALTH MANAGEMENT, PLLC | STAPP FINANCIAL PLANNING, PLLC
CRD#: 116553 / SEC#: 801-123102
RIA
Registered Investment Advisory firm - (2/10/2022 Approved)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1800 Cooper Point Road Sw Bldg #10, Olympia, WA 98502-1179
Mailing Address
Po Box 11567, Olympia, WA 98508-1567
Phone number
(360) 754-8895
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 231 |
| AUM (Assets Under Management) | $ 123,147,865 |
Red Flags
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Company Information
STAPP WEALTH MANAGEMENT, PLLC
CRD#: 116553Olympia, WA 98502TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
