Adrienne G. Ross
APFORIA
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 7089842
Professional summary
Adrienne Gail Ross, CFP®, ChFC®, who also goes by Adrienne Gail Brenneman, Adrienne Ross, is a registered financial advisor currently at APFORIA located in Spokane, Washington.
Adrienne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Adrienne has worked at 2 firms and has passed the Series 65 exam.
Biography
At Clear Insight Financial Planning, I specialize in helping those experiencing major life transitions. Many of my clients are fellow GenXers who feel they missed the boat on retirement planning or who are redirecting their lives. These complex challenges require focused, adaptable, and empathetic financial advice. My clients know that I will meet them where they are and always put their interests first. Regardless of your age, family, or financial situation my mission is to help you build financial security and freedom.
Financial planning is not only about managing money. It’s about your life. At CIFP, I am here to help you navigate the complicated emotions associated with money so you can reach your goals, care for your loved ones, and build a great life. Everyone deserves a fiduciary advisor to provide reliable, expert advice tailored to your unique life circumstances. I embraced being a fiduciary before it was cool and have been a fee-only financial planner from day one. That means I always put your interests first.
Being a military spouse taught me to be adaptable, agile and determined as I navigated the many changes of our life. Now I help individuals and families navigate their own life transitions, whether changing careers, sending our kids out into the world, or figuring out how to support our parents while still living our life and planning for retirement.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Debt Management
Life Transitions
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Federal Employees
Financial Psychology/Coaching
Generation X
Hourly
Investment Advice with Ongoing...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Adrienne Gail Brenneman | Adrienne Ross
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.
CRS (Client Relationship Summary) - RIA
Click below to view Adrienne Gail Ross'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: 2019
Experience
Current
August 2, 2023 - Present
APFORIA
Office #1: 905 W Riverside Ave, Suite 201, Spokane, WA 99201RIA
CRD#: 327176
Spokane, WA
Past
August 2, 2019 - December 18, 2023
CLEAR INSIGHT FINANCIAL PLANNING, LLC
RIA
CRD#: 301310
SPOKANE, 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".
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 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
Virginia(9/18/2023)
IAR
Washington(8/2/2023)
Current Firm
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452
Mailing Address
Phone number
(833) 780-2487
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 959 |
| AUM (Assets Under Management) | $ 96,324,578 |
Red Flags
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