Thomas Stapp has held the title Member at Stapp Wealth Management, PLLC since December 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Thomas Stapp holds a Bachelor of Business Administration in Financial Planning from Baylor University.
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.
Thomas Stapp has been part of Stapp Wealth Management since 2017, based in Olympia, Washington. He works directly with clients on financial planning issues and guides the firm's research into its investment management process.
- – present · 6 yearsOlympia, WA · Adviser representative · Firm CRD 116553
Professional designations
Listed by Stapp Wealth Management, PLLC
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Thomas Stapp is registered as an investment adviser representative in 3 states. The first approvals date from June 2020; the most recent is Arizona, in May 2025.
- ArizonaSince 29 May 2025
- OregonSince 2 December 2024
- WashingtonSince 5 June 2020
Examinations
No examinations are on Thomas Stapp’s record.
- Full name
- Thomas Matthew Stapp
- CRD
- 7257758
- Firm
- Stapp Wealth Management, PLLC · CRD 116553
- Role
- Member
- Office
- 1800 COOPER POINT ROAD SW, BLDG #10, Olympia, WA 98502-1179
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stappfinancial.com
Where does Thomas Stapp work?
Thomas Stapp has held the title Member at Stapp Wealth Management, PLLC since December 2022.
Is Thomas Stapp a financial advisor?
Yes. Thomas Stapp has a current investment-adviser registration in Arizona, Oregon and Washington, through Stapp Wealth Management, PLLC since June 2020.
How many years of experience does Thomas Stapp have?
Thomas Stapp has 6 years in the financial industry, since June 2020, across 1 adviser firm.
Where is Thomas Stapp based?
Thomas Stapp’s registered office is in Olympia, WA.
Is Thomas Stapp registered with FINRA?
No. Thomas Stapp has no current broker registration.
Is Thomas Stapp a CFP?
Stapp Wealth Management, PLLC lists Thomas Stapp with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Thomas Stapp’s record?
Search CRD 7257758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Stapp’s full registration record.