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
CFP®, Series 66
Experience Industry experience
6 years
Location
Centralia, WA 98531-4252
Edward Jones
Institution
Michael Bartoldo is a CERTIFIED FINANCIAL PLANNER™ professional with six years of experience at Edward Jones. Prior to joining Edward Jones in 2020, he served 16 years with the U.S. Air Force in the Western Air Defense Sector. Outside of financial advising, he is a part-owner of a part-time catering business, Stone Wood Fired Pizza, in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Centralia, WA W Main Street
500 W Main Street Ste C
Centralia WA 98531-4252
Advisors at this office
1
Texas · Washington
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
U.S. Air Force - Western Air Defense Sector
2004 - 2020 • 16 years
Joint Base Lewis-McChord, WA
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.
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.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 66
Tenino, WA
Advitica Financial Planning LLC
Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds the Series 66 designation. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are reviewed by an Investment Strategy Committee.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Trina Whitten is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit organization that supports children in the foster care system. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party managed strategies.
Series 65, Series 63
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Nelson also owns and operates Columbia Crest Financial Advisors, a financial advising firm based in Chehalis, WA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs utilizing both discretionary and non-discretionary strategies managed in-house and by third-party managers.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Silas Newkirk is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., having previously been with Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of finance, he teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed internally, by its advisors, and through third-party managers.
Series 63, Series 65
Chehalis, WA
Cetera
Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.
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