Fee-OnlyFinder

Schreiner Financial Solutions

Financial planning in Aberdeen, WA

State registeredNo commissions reported

Call (564) 544-2345Send a messageMap ↗

Public-record details

Address
323 W. Heron Street, Suite 2, Aberdeen, WA 98520
Phone
(564) 544-2345
Listed under
Financial planning, Hourly fees
Legal name
Schreiner, Susan, Antoinette
CRD number
322497
Registration
State registered: CA, KS, WA
Compensation (Form ADV 5.E)
Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Educational seminars/workshops
Clients reported (Form ADV 5.D)
10
Individual / high-net-worth clients
10 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-19

State registered (CA, KS, WA) investment adviser, CRD 322497, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Aberdeen

All 2 in Aberdeen →