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- Custodian
- Charles Schwab & Company · Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2017
- Office Locations
- 1
Office Locations
About Prentice Financial Planning, LLC
Prentice Financial Planning is a fiduciary, CFP-led firm serving individuals and families in the Olympia, WA area. Through its Advanced Financial Planning process—the Prentice Playbook—it delivers a written, personalized roadmap covering tax planning, income and retirement strategy, estate planning, risk mitigation, and ongoing investment management, with implementation often delegated to the team. Custody includes Charles Schwab.
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Owner & Executives
ANDREW THOMAS PRENTICE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5011928
- Ownership
- 50% but less than 75%
KALEIGH RUTH PRENTICE
Certified Financial Planner
- CRD
- #5434979
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Melissa Nicole Johnson
Relationship Manager
- CRD
- #7863421
Wendy Nelson Wyatt
--
- CRD
- #8148276
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,281,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,281,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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