Adrienne Ross has been Chief Financial Officer of Apforia since May 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Apforia LTD is a Virginia Beach, VA firm with $102M under management, 385 clients and 10 advisers across 8 offices, as of its September 2026 filing.
Adrienne Ross is Chief Financial Officer and a founding partner of APFORIA, LTD, an SEC-registered umbrella RIA. She is also the founder of Clear Insight Wealth Management, where she specializes in serving military and federal families, as well as families with special needs children. Ross brings more than a decade of experience in comprehensive financial planning, investment management, and business operations.
Adrienne Ross’ longest registration was 4 years at Clear Insight Financial Planning, LLC (2019–2023). Before joining Apforia in 2023, Adrienne Ross was registered through Clear Insight Financial Planning, LLC.
- Clear Insight Financial Planning, LLC– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 301310
Professional designations
Listed by Apforia
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Accredited Financial Counselor® (AFC®)
Investment adviser representative registrations
Adrienne Ross is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is Virginia, in September 2023.
- VirginiaSince 18 September 2023
- WashingtonSince 2 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adrienne Gail Ross
- CRD
- 7089842
- Firm
- Apforia · CRD 327176
- Role
- Chief Financial Officer
- Office
- 905 W Riverside Ave, Suite 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- apforia.com
Where does Adrienne Ross work?
Adrienne Ross has been Chief Financial Officer of Apforia LTD since May 2023, and is a control person of the firm.
Is Adrienne Ross a financial advisor?
Yes. Adrienne Ross has a current investment-adviser registration in Virginia and Washington, through Apforia since August 2023.
How many years of experience does Adrienne Ross have?
Adrienne Ross has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Adrienne Ross passed?
Adrienne Ross passed the Series 65 in February 2018.
Where is Adrienne Ross based?
Adrienne Ross’ registered office is in Spokane, WA.
Is Adrienne Ross registered with FINRA?
No. Adrienne Ross has no current broker registration.
Is Adrienne Ross a CFP?
Apforia lists Adrienne Ross with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Adrienne Ross’ record?
Search CRD 7089842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adrienne Ross’ full registration record.
