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Credentials
Series 66
Experience Industry experience
21 years
Location
Pe Ell, WA
&PARTNERS
Enterprise
Cecile Baggenstos is a financial advisor with \u0026Partners, holding a Series 66 designation and 21 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining \u0026Partners in 2024. Outside of her advisory role, she serves as the chair of the Pe Ell School Board. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.
Based on &PARTNERS
Based on &PARTNERS
Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.
Commissions assessed on certain transaction fees in addition to advisory fees.
Hourly consulting fees as agreed with client, billed monthly.
Subscription fees may be charged for services like research reports (e.g., $500/month).
Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.
Pe Ell, WA
Pe Ell WA
Advisors at this office
1
Texas · Washington
21 years of industry experience
&Partners, LLC
2024 - Present • 2 years
Nashville, TN
Wells Fargo Advisors Financial Network LLC
2010 - 2024 • 14 years
Chehalis, WA
Wells Fargo Clearing
2008 - 2010 • 2 years
Chehalis, WA
A. G. Edwards & Sons, Inc.
2005 - 2008 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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