Susan A. Schreiner

SCHREINER FINANCIAL SOLUTIONS

Aberdeen, WA

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CRD#: 4969527

Professional summary

Susan Antoinette Schreiner is a registered financial advisor currently at SCHREINER FINANCIAL SOLUTIONS located in Aberdeen, Washington.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Susan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Schreiner Financial Solutions (Tax Preparation). A portion of Schreiner Financial is dedicated to the preparation of taxes, and the needs of tax clients, including audit representation. This portion of Schreiner Financial is not investment related, unless tax planning for investments or included as part of a financial planning contract. All contact information is the same, I act as owner, tax preparation began in 2004, I devote approximately 60 hours a year to this, mostly in February, March, and October. Duties include preparing taxes. I provide seasonal tax preparation with H&R Block in Aberdeen, WA. I perform no investment advising, but I do prepare individual tax returns and offer tax advice. I have worked on and off with the company since November of 2021, and during tax season and preseason training work 0 to 40 hours depending on need.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Antoinette Schreiner'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®

None

Experience

Current

March 24, 2023 - Present

SCHREINER FINANCIAL SOLUTIONS

RIA

CRD#: 322497

Aberdeen, WA

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

Washington
(3/24/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2004

Uniform Investment Adviser Law Examination

Current Firm

SCHREINER FINANCIAL SOLUTIONS

SCHREINER FINANCIAL SOLUTIONS | SUSAN ANTOINETTE SCHREINER

CRD#: 322497 / SEC#:

Washington

Registered Investment Advisory firm - (3/24/2023 Approved)

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Contact information

Main Address

323 W. Heron Street Suite 2, Aberdeen, WA 98520

Mailing Address

Po Box 932, Aberdeen, WA 98520-0193

Phone number

(360) 612-3906

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Susan A. Schreiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Antoinette Schreiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHREINER FINANCIAL SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2004

Current Firm

SCHREINER FINANCIAL SOLUTIONS

Contact information

Documents

Red Flags

Company Information

SCHREINER FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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