Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Carlton, WA
Lodestone Wealth Management LLC
Supported
Kristy Maples is a financial advisor at Lodestone Wealth Management LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Northwest Investment Advisors, Inc. since 2013. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and other business entities, providing discretionary portfolio management and financial planning with customized portfolios that include exchange-traded funds, mutual funds, individual equities, and fixed-income securities.
Based on Lodestone Wealth Management LLC
Fixed fees for financial planning generally range from $1,500 to $3,500 depending on scope and complexity; flat fee arrangements for management fees are possible on an exceptional basis.
$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually Over $5,000,000+: Negotiable
Hourly fees for standalone financial planning services, specific amounts not stated.
Account minimum: $250,000
Carlton, WA
Carlton WA
Advisors at this office
1
Idaho · Washington
15 years of industry experience
Northwest Investment Advisors, Inc.
2013 - Present • 13 years
Spokane, WA
Lodestone Wealth Management, Llc
2011 - Present • 15 years
Spokane, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
2011 - 2013 • 2 years
Liberty Lake, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Twisp, WA
Vanderbilt Advisory Services
Elliot Ford is a financial advisor at Vanderbilt Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2020. Prior to that, he spent 11 years at KMS Financial Services and has been involved with Ark Financial since 2008. Outside of advising, Ford serves as the board president of Cascadia Music, a nonprofit organization that supports music education and performance in his community. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis. Vanderbilt is noted for its integration with retirement-plan and benefits firms, providing pension consulting and plan administration alongside advisory services.
Series 63, Series 65
Twisp, WA
Vanderbilt Advisory Services
Pamela Floyd is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and over 27 years of industry experience. Her career includes roles at KMS Financial Services, Securities America Advisors, and Cetera Advisors LLC, as well as operating her own firm, The Floyd Company, since 2004. Outside of advising, she owns a tax preparation business and is involved in fixed annuities and term life insurance sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, combining strategic asset allocation with multiple analytical approaches and integrates retirement plan consulting and administration alongside advisory services.
Series 65, Series 66
Twisp, WA
RBC Capital Markets
Shane Flock is a financial advisor with RBC Capital Markets in Twisp, WA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a glass blowing business, Angel Rae Glass Boutique Limited. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by providing a range of advisory programs and portfolio management services tailored to clients' risk profiles and investment goals.
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