Stacy M. Ployhar

2020 FINANCIAL PLANNING LLC

SEATTLE, WA 98101

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CRD#: 5794242

Professional summary

Stacy Marie Ployhar, CFP® is a registered financial advisor currently at 2020 FINANCIAL PLANNING LLC located in Seattle, Washington.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stacy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

College/Education Planning

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Plan Investment Adv...

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Marie Ployhar'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^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 1, 2010 - Present

2020 FINANCIAL PLANNING LLC

Office #1: 1700 7th Avenue Suite 2100 (premier Workspaces), Seattle, WA 98101

RIA

CRD#: 153979

SEATTLE, WA

Past

January 8, 2018 - May 14, 2020

ROBUSTWEALTH, INC.

RIA

CRD#: 269919

LAMBERTVILLE, NJ

Past

July 15, 2016 - June 20, 2017

ROBUSTWEALTH, INC.

RIA

CRD#: 269919

LAMBERTVILLE, NJ

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
(6/1/2010)

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

State Security Law Exam

IAR

Series 65

Date: 4/21/2010

Uniform Investment Adviser Law Examination

Current Firm

2020 FINANCIAL PLANNING LLC

CRD#: 153979 / SEC#:

Washington

Registered Investment Advisory firm - (6/1/2010 Approved)

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Contact information

Main Address

1700 7th Avenue Suite 2100 (premier Workspaces), Seattle, WA 98101

Mailing Address

Phone number

(206) 972-6368

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 2,498,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Stacy M. Ployhar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Marie Ployhar's CRS (Customer Relationship Summary).

Certified licenses

Experience

2020 FINANCIAL PLANNING LLC

ROBUSTWEALTH, INC.

ROBUSTWEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2010

Current Firm

2020 FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

2020 FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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