Riley G. Poppy
MILLENNIAL WEALTH
Clyde Hill, WA
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CRD#: 6347536
Professional summary
Riley Graham Poppy, CFP® is a registered financial advisor currently at MILLENNIAL WEALTH located in Clyde Hill, Washington.
Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Riley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Riley is a CERTIFIED FINANCIAL PLANNER™, Certified Student Loan Professional™, Behavioral Financial Advisor™, and Certified Tax Specialist™. He is a graduate of the University of Washington and received his financial planning education from Northwestern University. As a lifelong learner, Riley enjoys staying up to date in the industry and is an active volunteer in the financial planning community. He serves as a CFP Board Mentor and is a member of their Scholarship Panel. Riley also volunteers for Seattle Children's Financial Advisory Committee and for the UW Foster School of Business. In his free time, he enjoys following the Washingon Huskies and playing tennis with friends and family.
Connect with Riley on LinkedIn
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Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Debt Management
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Medical Professionals
Millennials
How do you get paid?
Fee Only
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.
Riley Poppy serves as the Founder & CCO of Ignite Financial Planning, LLC, a WA registered investment adviser. This business is investment-related and located at 2040 43rd Ave E #605 Seattle, WA 98112. Riley will continue to operate Ignite Financial Planning, LLC while transitioning clients to Millennial Wealth LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Riley Graham Poppy'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®
Start date: 2018
Experience
Current
September 8, 2023 - Present
MILLENNIAL WEALTH
RIA
CRD#: 289970
Clyde Hill, WA
Past
July 9, 2019 - February 26, 2024
IGNITE FINANCIAL PLANNING, LLC
RIA
CRD#: 300910
CLYDE HILL, WA
Past
April 12, 2018 - December 27, 2018
VESTORY, LLC
RIA
CRD#: 151858
BELLEVUE, WA
Past
November 8, 2017 - March 9, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Seattle, WA
Past
December 8, 2016 - March 9, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SEATTLE, 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".
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 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(9/8/2023)
IAR
Washington(9/8/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fall City, WA
Mailing Address
Phone number
(206) 207-8426
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| AUM (Assets Under Management) | $ 203,665,479 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 |
Red Flags
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