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Bret E
Series 66
Tukwila, WA
LPL Financial
Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.
Priscilla S
Series 66
Tukwila, WA
LPL Financial
Priscilla Suhre is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with Boeing Employee Credit Union Everett since 2009. Suhre is also a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.
Steven V
Series 63, Series 65
Tukwila, WA
LPL Financial
Steven Vertrees is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Jeffrey L
Series 63, Series 65
Tukwila, WA
LPL Financial
Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Robert Baird & Co., McAdams Wright Ragen, and Banc of America Investment Services. He also offers life, long-term care, and fixed annuity products through Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Dylan W
Series 66
Tukwila, WA
LPL Financial
Dylan Whitcraft is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Capstone Financial, and First Command. He currently offers investment products and services through LPL Financial using the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology and offers both discretionary and non-discretionary investment strategies.
Jason R
Series 65, Series 63
Tukwila, WA
LPL Financial
Jason Richards is an advisor with LPL Financial in Tukwila, WA. He holds Series 65 and Series 63 licenses and has been in the industry for one year. His prior experience includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Darren H
Series 63, Series 66
Tukwila, WA
LPL Financial
Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.
Brenda H
CFP®, Series 66
Tukwila, WA
LPL Financial
Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.
Jordan P
Series 66
Tukwila, WA
LPL Financial
Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.
Michael F
Series 66
Tukwila, WA
LPL Financial
Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.
Brian L
Series 63, Series 65
Tukwila, WA
LPL Financial
Brian Locke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes positions at Boeing Employee Credit Union and Linsco Private Ledger since 2006, as well as UBS Financial Services from 1997 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and technology tools.
Heather O
Series 66
Tukwila, WA
LPL Financial
Heather Odegaard is a financial advisor with LPL Financial in Tukwila, WA. She holds a Series 66 designation and has one year of experience with LPL Financial, following over a decade at BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Edward B
Series 63, Series 66
Tukwila, WA
LPL Financial
Edward Bang is a financial advisor at LPL Financial in Tukwila, WA, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.
Lance N
Series 63, Series 65
Tukwila, WA
LPL Financial
Lance Nekota is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Boeing Employee Credit Union, Chase Investment Services Corp., Wamu Investments, Key Investment Services, U.S. Bancorp Investments, and Banc of America Investment Services. He has been with LPL Financial and Boeing Employee Credit Union since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Mathew D
Series 63, Series 65
Tukwila, WA
LPL Financial
Mathew Dailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with LPL Financial since 2016 and previously spent 11 years at Banc of America Investment Services, Inc. Dailey is also associated with Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary account management.
Nancy T
Series 66
Tukwila, WA
LPL Financial
Nancy Tran is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. Prior to that, she worked at BECU (formerly Boeing Employee Credit Union) beginning in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Tristan Z
Series 65, Series 63
Tukwila, WA
LPL Financial
Tristan Zimmerman is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Edward Jones, and Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools while overseeing over $819 billion in discretionary assets.
David F
Series 63, Series 65
Tukwila, WA
LPL Financial
David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.
Catherine S
Series 63, Series 66
Tukwila, WA
LPL Financial
Catherine Simmons is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Boeing Employees Credit Union since 2016 and is also a notary public in the state of Washington. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a combination of strategic, tactical, and customized investment approaches.
Nathaniel E
Series 65, Series 63
Tukwila, WA
LPL Financial
Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 credentials and 9 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Ranhee L
Series 66
Tukwila, WA
LPL Financial
Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Lee worked at Wells Fargo Bank and TIAA. Lee is also the owner of Project Me on Me, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management.
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