Susan Schreiner
Schreiner Financial Solutions · Aberdeen, Washington
Susan Schreiner is a fee-only financial advisor at Schreiner Financial Solutions in Aberdeen, Washington, who holds the CFP and EA credentials.
Questions about Susan
Is Susan Schreiner a fee-only financial advisor?
Yes. Susan Schreiner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Susan's firm.
How does Susan Schreiner charge for financial advice?
Susan's firm, Schreiner Financial Solutions, reports charging hourly fees on its SEC Form ADV.
Where is Susan Schreiner based?
Susan Schreiner is based in Aberdeen, Washington.
What credentials does Susan Schreiner hold?
Susan Schreiner holds the CFP and EA credentials.
Is Susan Schreiner registered with the SEC?
Yes. Susan Schreiner is registered as an investment adviser representative in CA, KS and WA (CRD 4969527), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Susan Schreiner?
Contact details aren't on file yet. Search for Schreiner Financial Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Schreiner Financial Solutions |
|---|---|
| Based in | Aberdeen, Washington |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, KS, WA · CRD 4969527 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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