0001669517-22-000054.txt : 20220801 0001669517-22-000054.hdr.sgml : 20220801 20220801161422 ACCESSION NUMBER: 0001669517-22-000054 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WUOLLET,ANNE,LIISA, FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 IRS NUMBER: 811642787 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 221124900 BUSINESS ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 BUSINESS PHONE: 215-567-6100 MAIL ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 MA-I/A 1 primary_doc.xml MA-I/A 0001669517 XXXXXXXX CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N 0001669517-16-000019 N Anne Liisa Wuollet N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 50 SOUTH 6TH STREET SUITE 1420 MINNEAPOLIS MN 55402 01-2021 PFM FINANCIAL ADVISORS LLC Minneapolis MN 55402 Y N SENIOR MANAGING CONSULTANT 10-2013 01-2021 PUBLIC FINANCIAL MANAGEMENT INC MINNEAPOLIS MN 55402 Y N ANALYST 06-2013 10-2013 SMART DATING ACADEMY CHICAGO IL 60614 N N Intern - Writer 09-2010 06-2013 DEPAUL UNIVERSITY CHICAGO IL 60604 N N Undergraduate Student 08-2008 08-2010 NORMANDALE COMMUNITY COLLEGE BLOOMINGTON MN 55431 N N Student 01-2008 08-2008 PRIVATE RESIDENCE EDINA MN 55424 N N Nanny 01-2003 01-2008 UNEMPLOYED PLYMOUTH MN 55441 N N none N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 07-29-2022 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER