Riley Graham Poppy
RP
CFP
Riley Graham Poppy
RP
CFP

Riley Graham Poppy

8 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
215 clients
Average Client Portfolio
$947K average
Assets Under Management
$203.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Riley Graham Poppy
RP
Riley Graham Poppy

Location

Clyde Hill, WA

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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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Other Business Activities

Riley is the Founder & CCO of Ignite Financial Planning, LLC, a registered investment adviser. Riley will continue to operate this business while transitioning clients to Millennial Wealth LLC.

Employment History
Current Registrations
Millennial Wealth
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Ignite Financial Planning, LLC
July 2019 - February 2024 · 4 yrs 7 mos
Vestory, LLC
April 2018 - December 2018 · 8 mos
Cambridge Investment Research Advisors, INC.
November 2017 - March 2018 · 4 mos
Cambridge Investment Research, INC.Broker
December 2016 - March 2018 · 1 yr 3 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
Additional Information

Riley is a CERTIFIED FINANCIAL PLANNER™, ,  Behavioral Financial Advisor™, and Certified Tax Specialist™.  He is a graduate of the University of Washington and received his financial planning education from Northwestern University.  As a lifelong learner, Riley enjoys staying up to date in the industry and is an active volunteer in the financial planning community.  He serves as a CFP Board Mentor and is a member of their Scholarship Panel.  Riley also volunteers for Seattle Children's Financial Advisory Committee and for the UW Foster School of Business. In his free time, he enjoys following the Washingon Huskies and playing tennis with friends and family.

Riley Graham Poppy
RP
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Riley Graham Poppy