Amy Drury has been Managing Member & CCO of Stewardship Concepts Financial Services since May 2024, is a control person of the firm and directly owns under 5% of it. Amy Drury studied at Whitworth University.
Stewardship Concepts Financial Services LLC is a Spokane, WA firm with $175M under management, 247 clients and 4 advisers across 2 offices, as of its January 2026 filing.
Amy Drury is Financial Advisor and Owner of Stewardship Concepts Financial Services, based in Spokane. She began her career at Numerica Credit Union, working in its investment department for five years, and joined Stewardship Concepts in 2020. She is treasurer of the Spokane Financial Planning Association.
Amy Drury’s longest registration was 4 years at Stewardship Concepts Financial Services, LLC (2020–2025). Before joining Stewardship Concepts Financial Services in 2024, Amy Drury was registered through Stewardship Concepts Financial Services, LLC and Cuso Financial Services, L.P.
- – present · 1 yearSpokane, WA · Adviser representative · Firm CRD 330611
- Stewardship Concepts Financial Services, LLC– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 116679
- Cuso Financial Services, L.P.– · 4 yearsKennewick, WA · Adviser representative · Firm CRD 42132
Professional designations
Listed by Stewardship Concepts Financial Services
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Amy Drury is registered as an investment adviser representative in 2 states. The first approvals date from December 2024; the most recent is Texas, in August 2025.
- TexasSince 14 August 2025
- WashingtonSince 12 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 July 2014 |
| Series 7 | General Securities Representative Examination | 2 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amy Sue Drury
- CRD
- 6319272
- Firm
- Stewardship Concepts Financial Services · CRD 330611
- Role
- Managing Member & CCO
- Office
- 7307 N DIVISION ST STE 205, Spokane, WA 99208
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- scfinancials.com
Where does Amy Drury work?
Amy Drury has been Managing Member & CCO of Stewardship Concepts Financial Services LLC since May 2024, and is a control person of the firm.
Is Amy Drury a financial advisor?
Yes. Amy Drury has a current investment-adviser registration in Texas and Washington, through Stewardship Concepts Financial Services since December 2024.
How many years of experience does Amy Drury have?
Amy Drury has 11 years in the financial industry, since August 2015, across 3 adviser firms.
What exams has Amy Drury passed?
Amy Drury has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2014. FINRA credited Amy Drury with the SIE, which began in October 2018.
Where did Amy Drury work before Stewardship Concepts Financial Services?
Before Stewardship Concepts Financial Services, Amy Drury was registered through Cuso Financial Services, L.P., July 2014 to April 2019.
Where is Amy Drury based?
Amy Drury’s registered office is in Spokane, WA.
Is Amy Drury registered with FINRA?
No. Amy Drury has no current broker registration.
Is Amy Drury a CFP?
Stewardship Concepts Financial Services lists Amy Drury with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Amy Drury’s record?
Search CRD 6319272 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Drury’s full registration record.
