Cynthia C. Hall
THE GOODLAND GROUP
Olympia, WA
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CRD#: 6393397
Professional summary
Cynthia Christine Hall, CFP®, who also goes by Cyndi Christine Hall, Cyndi Christine Wolfley, Cynthia Christine Wolfley, is a registered financial advisor currently at THE GOODLAND GROUP located in Olympia, Washington.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cynthia has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cyndi Christine Hall | Cyndi Christine Wolfley | Cynthia Christine Wolfley
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.
NAME OF OTHER BUSINESS: Cyndi Hall Consulting, LLC INVESTMENT-RELATED?: No ADDRESS OF OTHER BUSINESS: Private Residence in Olympia, WA NATURE OF OTHER BUSINESS: Consulting POSITION: Product Consultant TITLE: OWNER FORMATION DATE: 12/31/2020 APPROX. # OF HOURS PER MONTH: 80 APPROX. # OF HOURS PER MONTH DURING SECURITIES TRADING HOURS: 60 BRIEF DESCRIPTION OF DUTIES: Cyndi Hall is the sole member of Cyndi Hall Consulting, LLC, a separate and unaffiliated entity providing paraplanning and consulting services to financial planners. Ms. Hall also consults in the fintech space and uses her knowledge as a CFP to help product managers and engineers understand financial planning concepts. This activity takes up approximately 80 hours per month of Ms. Hall's time. All of Ms. Hall's financial planning services will be provided through Natalie Taylor Consulting Services, LLC. The firm has determined this other business activity does not present a conflict of interest and does not prohibit Ms. Hall from providing sound services to Natalie Taylor Consulting Services' advisory clients.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Christine Hall'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: 2016
Experience
Current
September 17, 2021 - Present
THE GOODLAND GROUP
RIA
CRD#: 306567
Olympia, WA
Past
August 14, 2018 - July 2, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Milwaukee, WI
Past
January 21, 2015 - June 7, 2018
LEARNVEST PLANNING SERVICES, LLC
RIA
CRD#: 162453
SCOTTSDALE, AZ
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(9/17/2021)
IAR
Colorado(1/6/2023)
IAR
New Jersey(10/14/2025)
IAR
New York(9/17/2021)
IAR
North Carolina(9/18/2025)
IAR
Texas(9/17/2021)
IAR
Washington(1/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
THE GOODLAND GROUP
NATALIE TAYLOR CONSULTING SERVICES, LLC | THE GOODLAND GROUP
CRD#: 306567 / SEC#:
California
Registered Investment Advisory firm - (1/16/2020 Approved)Colorado
Registered Investment Advisory firm - (1/6/2023 Approved)New Jersey
Registered Investment Advisory firm - (10/14/2025 Approved)New York
Registered Investment Advisory firm - (5/19/2021 Approved)North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)Texas
Registered Investment Advisory firm - (11/17/2020 Conditional Restricted)Washington
Registered Investment Advisory firm - (1/3/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Goleta, CA
Mailing Address
Phone number
(858) 336-7646
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 46,086,075 |
Red Flags
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