Rachel B. Fuss

PURE FINANCIAL ADVISORS

Mercer Island, WA 98040

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CRD#: 6105395

Professional summary

Rachel Brooke Fuss, CFP®, who also goes by Rachel Brooke Ingersoll, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Mercer Island, Washington.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rachel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Brooke Ingersoll

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.

CHARTHOUSE FINANCIAL LLC POSITION: Owner/Employee NATURE: Finance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 hrs/month SECURITIES TRADING HOURS: 4 hrs/month START DATE: 06/2019 ADDRESS: 225 Anthes Ave, Ste. 102, Langley, WA 98260 DESCRIPTION: In the process of closing this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Brooke Fuss's CRS (Customer Relationship Summary).

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: 2021

Experience

Current

January 11, 2022 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 7525 Se 24th Street Suite 670, Mercer Island, WA 98040

RIA

CRD#: 144316

Mercer Island, WA

Past

May 22, 2020 - January 13, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Langley, WA

Past

May 22, 2020 - January 13, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Langley, WA

Past

December 10, 2012 - July 30, 2019

EDWARD JONES

RIA

CRD#: 250

GRANTS PASS, OR

Past

September 27, 2012 - July 30, 2019

EDWARD JONES

CRD#: 250

GRANTS PASS, OR

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 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.

Highlighted states indicate IAR registrations

IAR

California
(1/11/2022)

IAR

Washington
(1/11/2022)

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 66

Date: 10/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2012

General Securities Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Rachel B. Fuss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Brooke Fuss's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2012

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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