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