0001669517-23-000102.txt : 20230417
0001669517-23-000102.hdr.sgml : 20230417
20230417151048
ACCESSION NUMBER: 0001669517-23-000102
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
HANSON,KRISTIN,ANNE,
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230417
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: 23823738
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
0001669517-16-000231
N
KRISTIN
ANNE
HANSON
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
03-06-2016
N
867-02030
LOCATED
SUPERVISED
12-08-2016
115 S. 84TH STREET #315
MILWAUKEE
WI
53214
KRIS
NMN
HANSON
01-2022
PFM FINANCIAL ADVISORS LLC
MILWAUKEE
WI
53214
Y
N
DIRECTOR
03-2016
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
MILWAUKEE
WI
53214
Y
N
DIRECTOR
01-2011
02-2016
STATE OF MINNESOTA (MINNESOTA MANAGEMENT
ST. PAUL
MN
55155
N
N
ASSISTANT COMMISSIONER - DEBT MANAGEMENT
10-1993
01-2011
EHLERS
ROSEVILLE
MN
55113
Y
N
FINANCIAL ADVISOR/VICE PRESIDENT
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
04-17-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER