Vicki L. Simpson

PACIFIC SAGE PARTNERS

EDMONDS, WA 98020

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CRD#: 6898372

Professional summary

Vicki Linn Simpson, who also goes by VIcki Linn Wilken, is a registered financial advisor currently at PACIFIC SAGE PARTNERS, LLC located in Edmonds, Washington.

Vicki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Vicki has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vicki Linn Wilken

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 Vicki Linn Simpson'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®

None

Experience

Current

November 15, 2024 - Present

PACIFIC SAGE PARTNERS, LLC

Office #1: 505 5th Avenue South Suite 104, Edmonds, WA 98020

RIA

CRD#: 315663

EDMONDS, WA

Past

April 25, 2018 - August 25, 2023

SOUNDVIEW ADVISORS

RIA

CRD#: 114437

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".

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 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

Washington
(11/15/2024)

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 65

Date: 4/25/2018

Uniform Investment Adviser Law Examination

Current Firm

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 Approved)

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Contact information

Main Address

505 5th Avenue South Suite 104, Edmonds, WA 98020

Mailing Address

Phone number

(206) 533-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,369
AUM (Assets Under Management)	$ 857,768,310

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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Vicki L. Simpson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vicki Linn Simpson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC SAGE PARTNERS, LLC

SOUNDVIEW ADVISORS

Primary Firm SEC Registration

PACIFIC SAGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2018

Current Firm

PACIFIC SAGE PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC SAGE PARTNERS, LLC

TRUST BUT VERIFY

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