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Member · Partners in Financial Planning, LLC

Pamela D. Poldiak

CRD 4585013 · Named on Form ADV at one SEC-registered adviser

At a glance

Partners in Financial Planning, LLC, an SEC-registered wealth manager based in Salem, VA with $914 million in regulatory assets, lists Pamela D. Poldiak on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Pamela’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Pamela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.