0001669517-23-000105.txt : 20230417 0001669517-23-000105.hdr.sgml : 20230417 20230417154532 ACCESSION NUMBER: 0001669517-23-000105 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 SCHNACKENBERG,MATTHEW,JAMES, 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: 23823864 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 0001669517-16-000024 N MATTHEW JAMES SCHNACKENBERG N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 12-08-2016 50 SOUTH 6TH STREET SUITE 1420 MINNEAPOLIS MN 55402 01-2022 PFM FINANCIAL ADVISORS LLC MINNEAPOLIS MN 55402 Y N MANAGING DIRECTOR 10-2005 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. MINNEAPOLIS MN 55402 Y N DIRECTOR 05-2005 09-2005 UNEMPLOYED HASTINGS MI 49058 N N UNEMPLOYED 09-2001 05-2005 FULL-TIME EDUCATION - WESTERN MICHIGAN UNIVERSITY KALAMAZOO MI 49008 N N FULL-TIME STUDENT 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