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Amy S. Drury
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
SPOKANE, WA 99208
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CRD#: 6319272
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Professional summary
Amy Sue Drury, CFP®, who also goes by Amy Sue Pomante, is a registered financial advisor currently at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC located in Spokane, Washington.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Amy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Sue Pomante
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.
Serves as Treasurer for Spokane FPA This role is Non-investment related The physical address for Spokane FPA is 1212 N Washington St., Ste 220, Spokane, WA The Spokane FPA is a non-profit organization whose purpose is to support the financial planning profession Approximately 2 hours/month on average are devoted to this role On average, approximately 1 hour/month is devoted to the Spokane FPA during security trading hours The duties of treasurer include attending board meetings once per month, attending FPA events every other month and tracking the income and expenses of the organization in our bookkeeping software.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Sue Drury'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®
Experience
Current
December 12, 2024 - Present
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Office #1: 7307 N Division St Ste 205, Spokane, WA 99208RIA
CRD#: 330611
SPOKANE, WA
Past
June 16, 2020 - April 19, 2025
STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC
RIA
CRD#: 116679
SPOKANE, WA
Past
July 22, 2014 - April 5, 2019
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
KENNEWICK, WA
Past
June 3, 2014 - April 5, 2019
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
KENNEWICK, 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".
SC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
CRD#: 330611 / SEC#: 801-134171
RIA
Registered Investment Advisory firm - (8/14/2025 Approved)Idaho
Registered Investment Advisory firm - (8/20/2025 Terminated)Montana
Registered Investment Advisory firm - (8/20/2025 Termination Requested)Washington
Registered Investment Advisory firm - (9/20/2025 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
Texas(8/14/2025)
IAR
Washington(12/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
CRD#: 330611 / SEC#: 801-134171
RIA
Registered Investment Advisory firm - (8/14/2025 Approved)Idaho
Registered Investment Advisory firm - (8/20/2025 Terminated)Montana
Registered Investment Advisory firm - (8/20/2025 Termination Requested)Washington
Registered Investment Advisory firm - (9/20/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7307 N Division St Ste 205, Spokane, WA 99208
Mailing Address
Phone number
(509) 443-0845
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 701 |
| AUM (Assets Under Management) | $ 106,383,834 |
Red Flags
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