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Wendiguiata Ouedraogo

Advisor at McIlrath & Eck, LLC — Arlington, WA

Updated today

Credentials

ChFC®

Experience

5 years

Location

Arlington, WA 98223-7083

McIlrath & Eck, LLC logo

McIlrath & Eck, LLC

Team

Total advisors

5

Across 2 offices

Clients per advisor

257 Very High

Avg AUM per client

$1,060,483 Typical

HNW client ratio

32% Typical

About

Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Client services

Based on McIlrath & Eck, LLC

Financial planning Portfolio management Educational seminars or workshops Estate planning

Expertise

Based on McIlrath & Eck, LLC

Active portfolio management Passive / index investing Wealth management

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Fee options

Fixed

Estimated $2,000 for Standard Financial Plan, $2,875 for Financial and Estate Plan, $900 to review/update plan, $2,500 for plan plus one annual update

Percentage

0.45% to 1.50% per year (negotiable, fee varies case by case)

Project-based

$275 per hour for Financial and Estate Planning and Portfolio Research and Asset Allocation Services

Other

Account minimum: $250,000 (may be waived at sole discretion)

Location

See office

Arlington, WA

3325 Smokey Point Drive, Suite 201

Arlington WA 98223

Advisors at this office

4

Most active in

Washington

Work history

5 years of industry experience

McIlrath & Eck, LLC

2018 - Present • 8 years

Arlington, WA

Speedi Shuttle

2017 - 2018 • 1 year

Seattle, WA

Albert Lee

2016 - 2017 • 1 year

Seattle, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Samuel S

Series 66, Series 7

Everett, WA

Edward Jones

What’s most important to you? That simple (but not always easy) question guides everything I do when I meet with clients. What matters most in your family, health, purpose and finances should shape nearly every financial decision you make. My role is to help bring clarity to those priorities and align them with a thoughtful strategy so your resources support the life you want to live. My name is Samuel (Sam) Stanton, and I am an Edward Jones financial advisor. I chose to join Edward Jones because of the firm’s commitment to long-term, personal relationships and its focus on helping clients, their families, friends, and even future generations use their time, talents and treasures in ways that reflect what matters most to them. I grew up in Stanwood, WA, just down the road from my office in Everett, and I take pride in serving my local community. I work face-to-face with clients throughout the I-5 corridor, as well as with families and individuals across the country through virtual, but still highly personal, relationships. Regardless of location, my focus remains the same: being accessible, intentional and responsive as life evolves. When we work together, we use a combination of investments, cash management, tax-aware strategies, financial planning tools and insurance solutions to plan for what you want your money to do for you, both today and in the future. Each strategy we implement is rooted in your goals and adjusted as your circumstances change. If you are seeking a long-term resource to help guide you through life’s financial decisions, I welcome the opportunity to meet and explore how I may be able to help you achieve your goals. My objective is not just to manage finances, but to help you move forward with greater confidence toward what you want to achieve. With gratitude, Samuel Stanton

Wealth management Inherited wealth Liquidity event planning Retirement income strategy RSUs / ISOs / NSOs Sales Professional Self-Employed Retired Technology Professional Religious/faith focused HENRY (High Earners, Not Rich Yet) Married/Couples/Partners Intergenerational Families
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Sean G

Series 66

Everett, WA

Elderrock Financial LLC

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

Equity compensation tax strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner
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Huihwan Y

Series 63, Series 65

Langley, WA

Waterhill Capital, LLC

Huihwan Yu is the sole advisor at Waterhill Capital, LLC, an independent registered investment adviser based in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Mr. Yu has managed Waterhill Capital since 2014. Waterhill Capital provides discretionary portfolio management to individual investors, including IRAs and trusts, as well as limited partners in a private investment partnership. The firm focuses on long-term capital appreciation with an emphasis on capital preservation, employing a "go anywhere, buy anything" investment approach across publicly traded securities without using leverage or private securities.

Active portfolio management Concentrated stock management
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Michael S

Series 66

Everett, WA

Focus Advisory, LLC

Michael Smith is a Series 66 registered advisor with 22 years of industry experience. He has been the sole advisor at Focus Advisory, LLC since 2008 and previously worked at UBS Financial Services from 2004 to 2008. Focus Advisory, LLC is an independent registered investment adviser serving individual private clients with investment management services. The firm employs a global asset allocation approach utilizing mutual funds, ETFs, equities, fixed income, closed-end funds, and options, guided by macroeconomic, fundamental, and technical analysis. Portfolios are tailored to client suitability and risk tolerance, with ongoing daily account reviews and a focus on a limited client roster.

Active portfolio management Options & derivatives strategies Passive / index investing
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Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Long-term care insurance
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Brian W

CFP®, Series 65

Arlington, WA

Wyatt Wealth Management

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

General retirement planning Tax-loss harvesting General tax planning Wealth management
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