Amy S. Drury

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

SPOKANE, WA 99208

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CRD#: 6319272

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Sue Drury'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

Experience

Current

December 12, 2024 - Present

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Office #1: 7307 N Division St Ste 205, Spokane, WA 99208

RIA

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.

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".

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

LITTLE MOUNTAIN FINANCIAL SERVICES LLC | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | STEWARDSHIP CONCEPTS

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 - (4/14/2025 Terminated)

Washington

Registered Investment Advisory firm - (9/20/2025 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

Texas
(8/14/2025)

IAR

Washington
(12/12/2024)

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: 7/21/2014

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: 6/2/2014

General Securities Representative Examination

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

LITTLE MOUNTAIN FINANCIAL SERVICES LLC | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | STEWARDSHIP CONCEPTS

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 - (4/14/2025 Terminated)

Washington

Registered Investment Advisory firm - (9/20/2025 Terminated)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCFS ADV PART 2A AUG 2025 (1/20/2026)

Regulatory assets under management

Total Number of Accounts	892
AUM (Assets Under Management)	$ 174,620,530

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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Amy S. Drury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Sue Drury's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

Primary Firm SEC Registration

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/2/2014

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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