Steve Whitaker › F-1
Steve Whitaker: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2024-12-31
- Filed
- 2025-03-25
- Office
- City Council Member, City of Milton *
- Original
- the statement on the PDC's site
Income 1
| Source | For | Whose | Amount |
|---|---|---|---|
| Clover Park School District Lakewood, WA | EDUCATOR | Spouse | $100,000–$199,999 |
Accounts and investments 5
| Held at / in | What | Whose | Value |
|---|---|---|---|
| RBC Wealth Management | Checking | Filer | $30,000–$59,999 income $0–$29,999 |
| Roth IRA | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA | $30,000–$59,999 income $0–$29,999 | ||
| IRA | $30,000–$59,999 income $0–$29,999 | ||
| Annuity | $100,000–$199,999 income $0–$29,999 | ||
| Annuity | $100,000–$199,999 income $0–$29,999 | ||
| TRS (Teacher's Retirement) | $100,000–$199,999 income $0–$29,999 | ||
| Auxano Advisors LLC/Charles Schwab | Equity Fund | Filer | $0–$29,999 income $0–$29,999 |
| Franklin Templeton | Life insurance | Filer | $200,000–$499,999 |
| RBC Wealth Management | Roth IRA | Filer | $100,000–$199,999 |
| RBC Wealth Management | Franklin 529 Portfolio | Dependent, Filer | $60,000–$99,999 income $0–$29,999 |
| Franklin 529 Portfolio | $30,000–$59,999 income $0–$29,999 |
Businesses 2
| Business | Role | Whose |
|---|---|---|
| Word Nerd LLC Business consultant | owner | Filer |
| Word Nerd LLC Business consultant | Owner | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer | $200,000–$499,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests. Includes 1 dependent's interests; their names aren't shown.