{
  "crd_number": 322497,
  "slug": "schreiner-financial-solutions-aberdeen-wa-322497",
  "primary_business_name": "SCHREINER FINANCIAL SOLUTIONS",
  "legal_name": "SCHREINER, SUSAN, ANTOINETTE",
  "dbas": [],
  "city": "Aberdeen",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "10140",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-03-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-19",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 10
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KS",
    "WA"
  ],
  "websites": [
    "https://bsky.app/profile/feeonly.bsky.social",
    "https://bsky.app/profile/thepetplanner.bsky.social",
    "https://facebook.com/SchreinerFinancialSolutions",
    "https://facebook.com/ThePetPlannerOfficial",
    "https://facebook.com/susan.schreiner.58",
    "https://feeonlywa.com",
    "https://instagram.com/sfspetplanner",
    "https://kick.com/thepetplanner",
    "https://linkedin.com/in/thepetplanner",
    "https://thepetplanner.com",
    "https://tiktok.com/@the.pet.planner",
    "https://x.com/ThePetPlanner1",
    "https://youtube.com/@thepetplanner"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322497",
  "city_as_filed": "ABERDEEN",
  "url": "https://advisorcensus.com/firm/schreiner-financial-solutions-aberdeen-wa-322497",
  "display_name": "Schreiner Financial Solutions",
  "summary": "Schreiner Financial Solutions is a state-registered investment advisory firm in Aberdeen, WA, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated June 19, 2026.",
  "citation": "AdvisorCensus. Schreiner Financial Solutions (CRD 322497): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Schreiner Financial Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Schreiner Financial Solutions reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Schreiner Financial Solutions located?",
      "a": "Schreiner Financial Solutions' principal office is in Aberdeen, WA, according to its Form ADV."
    },
    {
      "q": "Is Schreiner Financial Solutions registered with the SEC or a state?",
      "a": "Schreiner Financial Solutions is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 322497."
    },
    {
      "q": "What types of clients does Schreiner Financial Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Does Schreiner Financial Solutions report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322497"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/schreiner-financial-solutions-aberdeen-wa-322497.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322497",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}