Brett A. Lathrup

BLANKINSHIP & FOSTER

Solana Beach, CA 92075

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CRD#: 6554106

Professional summary

Brett Alexander Lathrup, CFP®, who also goes by Brett Lathrup, is a registered financial advisor currently at BLANKINSHIP & FOSTER, LLC located in Solana Beach, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brett has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Lathrup

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 Brett Alexander Lathrup'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: 2018

Experience

Current

March 11, 2025 - Present

BLANKINSHIP & FOSTER, LLC

Office #1: 420 Stevens Avenue Suite 250, Solana Beach, CA 92075

RIA

CRD#: 104795

Solana Beach, CA

Past

June 24, 2022 - October 25, 2024

CREATIVE MONEY LLC

RIA

CRD#: 284357

Seattle, WA

Past

July 24, 2019 - June 16, 2022

WHITE RAVEN FINANCIAL

RIA

CRD#: 288441

ARLINGTON, WA

Past

April 6, 2016 - August 19, 2019

WSECU INVESTMENT MANAGEMENT

RIA

CRD#: 154578

OLYMPIA, WA

Past

January 19, 2016 - July 29, 2019

LPL FINANCIAL LLC

CRD#: 6413

OLYMPIA, WA

Past

November 2, 2015 - July 29, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

OLYMPIA, 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".

BLANKINSHIP & FOSTER, LLC

BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC

CRD#: 104795 / SEC#: 801-35218

RIA

Registered Investment Advisory firm - (7/1/1989 Approved)

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
(3/11/2025)

IAR

Oregon
(3/11/2025)

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

Series 63

Date: 2/10/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/6/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2016

General Securities Representative Examination

Current Firm

BLANKINSHIP & FOSTER, LLC

BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC

CRD#: 104795 / SEC#: 801-35218

RIA

Registered Investment Advisory firm - (7/1/1989 Approved)

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Contact information

Main Address

420 Stevens Avenue Suite 250, Solana Beach, CA 92075

Mailing Address

Phone number

(858) 755-5166

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,013
AUM (Assets Under Management)	$ 862,154,763

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

Brett A. Lathrup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Alexander Lathrup's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE MONEY LLC

WHITE RAVEN FINANCIAL

WSECU INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

BLANKINSHIP & FOSTER, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/2016

Series 65

Date: 3/6/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/19/2016

Current Firm

BLANKINSHIP & FOSTER, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLANKINSHIP & FOSTER, LLC

TRUST BUT VERIFY

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