Rebecca Stapp has been CCO of Stapp Wealth Management, PLLC since August 2021, is not listed as a control person, but directly owns under 5% of the firm.
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.
- – present · 10 yearsOlympia, WA · Adviser representative · Firm CRD 116553
Investment adviser representative registrations
Rebecca Stapp is registered as an investment adviser representative in 3 states. The first approvals date from July 2016; the most recent is Arizona, in May 2025.
- ArizonaSince 16 May 2025
- OregonSince 23 November 2024
- WashingtonSince 4 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 July 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rebecca Ann Stapp
- CRD
- 6586854
- Firm
- Stapp Wealth Management, PLLC · CRD 116553
- Role
- CCO
- Office
- 1800 COOPER POINT ROAD SW, BLDG #10, Olympia, WA 98502-1179
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Rebecca Stapp work?
Rebecca Stapp has been CCO of Stapp Wealth Management, PLLC since August 2021.
Is Rebecca Stapp a financial advisor?
Yes. Rebecca Stapp has a current investment-adviser registration in Arizona, Oregon and Washington, through Stapp Wealth Management, PLLC since July 2016.
How many years of experience does Rebecca Stapp have?
Rebecca Stapp has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Rebecca Stapp passed?
Rebecca Stapp passed the Series 65 in July 2016.
Where is Rebecca Stapp based?
Rebecca Stapp’s registered office is in Olympia, WA.
Is Rebecca Stapp registered with FINRA?
No. Rebecca Stapp has no current broker registration.
How can I verify Rebecca Stapp’s record?
Search CRD 6586854 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Stapp’s full registration record.
