Deanna Nowadnick has been an investment adviser representative at The Planner's Edge since July 2016, and is not listed among the firm’s executive officers or direct owners.
The Planner'S Edge LLC is a Mercer Island, WA firm with $179M under management, 213 clients and 3 advisers across 3 offices, as of its February 2026 filing.
- The Planner'S Edge LLCCurrent– present · 10 yearsMercer Island, WA · Adviser representative · Firm CRD 114616
Investment adviser representative registrations
Deanna Nowadnick is registered as an investment adviser representative in Washington, since July 2016.
- WashingtonSince 6 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1982 |
| Series 7 | General Securities Representative Examination | 20 March 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Deanna Jean Nowadnick
- CRD
- 1030531
- Firm
- The Planner's Edge · CRD 114616
- Office
- 2737 78TH AVENUE SE, SUITE 103, Mercer Island, WA 98040
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Deanna Nowadnick work?
Deanna Nowadnick is an investment adviser representative registered through The Planner'S Edge LLC since July 2016, and is not listed among the firm’s executive officers or direct owners.
Is Deanna Nowadnick a financial advisor?
Yes. Deanna Nowadnick has a current investment-adviser registration in Washington, through The Planner's Edge since July 2016.
How many years of experience does Deanna Nowadnick have?
Deanna Nowadnick has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Deanna Nowadnick passed?
Deanna Nowadnick has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1982.
Where is Deanna Nowadnick based?
Deanna Nowadnick’s registered office is in Mercer Island, WA.
Is Deanna Nowadnick registered with FINRA?
No. Deanna Nowadnick has no current broker registration.
How can I verify Deanna Nowadnick’s record?
Search CRD 1030531 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Deanna Nowadnick’s full registration record.
