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Henry S

Series 65

Snohomish, WA

Sila FInancial, LLC

Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

Wealth management ESG / Sustainable investing Real estate investing
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Todd S

CFP®, Series 63, Series 65, Series 66

Snohomish, WA

Sila FInancial, LLC

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Wealth management ESG / Sustainable investing Real estate investing
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