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Lorri Michelle Defoor

Lorri M. Defoor

SUSTAIN FINANCIAL
Olympia, WA
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CRD#: 6604621
Lorri Michelle Defoor

Professional summary

Lorri Michelle Defoor, CFP® is a registered financial advisor currently at SUSTAIN FINANCIAL INC. located in Olympia, Washington.

Lorri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lorri has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Socially Responsible Investing
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Financial Psychology/Coaching
Hourly
Investment Advice with Ongoing...
What is your minimum asset requirement?
1
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.
Lorri DeFoor is currently employed as a Part Time Teacher for North Thurston Public Schools. This activity accounts for approximately 20% of her time. Up to 15 hours per week of time spent at this activity may be during regular trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorri Michelle Defoor'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®

Certified Financial Planner

Start date: 2019

Experience

Current

September 14, 2017 - Present

SUSTAIN FINANCIAL INC.

RIA
CRD#: 289303
Olympia, WA
Past

April 5, 2016 - June 21, 2017

SAWSTON WEALTH MANAGEMENT LLC

RIA
CRD#: 281222
OLYMPIA, WA

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
(10/11/2023)
IAR
Massachusetts
(4/29/2025)
IAR
Washington
(9/14/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/5/2016
Uniform Investment Adviser Law Examination

Current Firm

SUSTAIN FINANCIAL INC.
SUSTAIN FINANCIAL INC.
SUSTAIN FINANCIAL INC.

CRD#: 289303 / SEC#:

California
Registered Investment Advisory firm - (10/11/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (4/29/2025 Approved)
Washington
Registered Investment Advisory firm - (9/14/2017 Approved)
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Contact information

Main Address
Olympia, WA
Mailing Address
Po Box 5823, Lacey, WA 98509
Phone number
(360) 339-8611
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts141
AUM (Assets Under Management)$ 28,148,789

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.

Company Information

SUSTAIN FINANCIAL INC.

SUSTAIN FINANCIAL INC.

CRD#: 289303Olympia, WA

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Contact information

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