NS
CFP
NS
CFP

Nicoletta Schaff

7 Years of Experience
Bellevue, WA
Broker

Nicoletta Schaff is a CFP-designated registered investment advisor at Fap,llc, based in Bellevue, WA, with 7 years of industry experience. Nicoletta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Hourly Rate:Up to $390/hr
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Location

11004 NE 11th Street, Suite 110, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fap,llc
June 2023 - Present · 2 yrs 11 mos
Commonwealth Financial Network
October 2020 - Present · 5 yrs 7 mos
Commonwealth Financial NetworkBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Kms Financial Services, INC
January 2020 - October 2020 · 9 mos
Kms Financial Services, INC.Broker
November 2019 - October 2020 · 11 mos
Kms Financial Services, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
First Investors CorporationBroker
July 2012 - September 2012 · 2 mos
State Registrations4 states
AZIDMNWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.