Gregory Stapp has held the title Member at Stapp Wealth Management, PLLC since December 1996, is a control person of the firm and directly owns 75% or more of it. Gregory Stapp holds an Undergraduate degree from Whitworth University and a Master of Science in Financial Planning from the College of Financial Planning.
Stapp Wealth Management, PLLC is an Olympia, WA firm with $145M under management, 215 clients and 3 advisers in one office, as of its June 2026 filing.
Gregory T. Stapp is on the team at Stapp Financial in Olympia, Washington. He has been helping people with their finances since 1985, with experience in income tax planning and preparation as well as financial planning.
- – present · 27 yearsOlympia, WA · Adviser representative · Firm CRD 116553
Professional designations
Listed by Stapp Wealth Management, PLLC
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Gregory Stapp is registered as an investment adviser representative in 3 states. The first approvals date from December 1998; the most recent is Arizona, in June 2025.
- ArizonaSince 4 June 2025
- OregonSince 2 December 2024
- WashingtonSince 29 December 1998
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 November 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Gregory Thomas Stapp
- CRD
- 2198693
- Firm
- Stapp Wealth Management, PLLC · CRD 116553
- Role
- Member
- Office
- 1800COOPER POINT ROAD SW, BLDG #10, Olympia, WA 98502
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stappfinancial.com
Where does Gregory Stapp work?
Gregory Stapp has held the title Member at Stapp Wealth Management, PLLC since December 1996, and is a control person of the firm.
Is Gregory Stapp a financial advisor?
Yes. Gregory Stapp has a current investment-adviser registration in Arizona, Oregon and Washington, through Stapp Wealth Management, PLLC since December 1998.
How many years of experience does Gregory Stapp have?
Gregory Stapp has 27 years in the financial industry, since December 1998, across 1 adviser firm.
What exams has Gregory Stapp passed?
Gregory Stapp has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in November 1991.
Where is Gregory Stapp based?
Gregory Stapp’s registered office is in Olympia, WA.
Is Gregory Stapp registered with FINRA?
No. Gregory Stapp has no current broker registration.
Is Gregory Stapp a CFP?
Stapp Wealth Management, PLLC lists Gregory Stapp with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gregory Stapp’s record?
Search CRD 2198693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Stapp’s full registration record.
