Theadora Mcknight Westlake-stearns
Investment adviser representative at Values Added Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$313.7MFirm assets
Are you Theadora Mcknight Westlake-stearns? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Values Added Financial, LLCAug 2025 to now
- Purshe Kaplan Sterling Investments (pks)Sep 2019 to Jan 2025
- Northwest Asset ManagementJun 2019 to Aug 2025
- Cowen Park GroceryJun 2016 to Jan 2018
- Mcdaniel CollegeSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (DC, MD).
Values Added Financial
Legal name: Values Added Financial LLC
$313.7MAssets managed
115Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7169462
- Firm CRD
- 288912