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646 advisors near
99201
within the area shown on the map
Out of 400,000+ nationwide
Tyler C
Series 65, Series 63
Spokane, WA
D.A. Davidson & Co.
Tyler Crume is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo over a combined five years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.
Carol W
CFP®, Series 63, Series 65
Spokane, WA
Independent Financial Partners
Carol Weems is a CFP® professional with 23 years of industry experience, currently affiliated with Independent Financial Partners in Spokane, WA. Her career includes roles at Triad Advisors, Inc., LPL Financial, and Resources Investment Advisors. She is also involved with CJK Investment Consultants, where she works with fixed insurance and annuity products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Jerry T
Series 63, Series 66
Spokane, WA
Centaurus Financial, Inc.
Jerry Thew is a financial advisor with Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He has been with Centaurus Financial since 2011. Outside of his advisory role, he works as a Medicare and medical insurance agent and is involved in life insurance sales. Centaurus Financial, Inc. serves a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches.
Brent W
Series 65
Spokane Valley, WA
Ameritas Advisory Services, LLC
Brent Wise is a Series 65-licensed financial advisor with Ameritas Advisory Services, LLC, based in Spokane Valley, WA. He has one year of industry experience and currently owns Wise Choice Planning, LLC, where he provides financial planning services. He also serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.
Brian S
Series 65, Series 63
Spokane, WA
First Command Advisory Services
Brian Sherwood is a financial advisor at First Command Advisory Services in Spokane, WA. He holds Series 65 and Series 63 licenses and began his advisory career in 2026 after six years of service in the U.S. Navy. His prior work experience also includes roles at Pizza Hut and in the Mead School District. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects approved third-party managers and model portfolios.
Thomas D
Series 63, Series 65
Spokane, WA
Eagle Strategies (NY Life)
Thomas Drynan is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2008, he has operated Drynan Strategic Financial Solutions, a firm brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and specializes in advisory services connected to insurance and annuity products within the New York Life affiliate structure.
Collin M
Series 66
Spokane, WA
TIAA-CREF
Collin Main is a financial advisor with TIAA-CREF in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Charissa H
Series 66
Spokane, WA
Valic Financial Advisors
Charissa Hatten is a financial advisor with Valic Financial Advisors in Spokane, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Clay Trenz Financial Services/Acuity Wealth Advisors and Young Living Essential Oils. Outside of finance, she is an occasional guest speaker at churches and non-profits, drawing on her background in biblical studies, nonprofit leadership, and teaching. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Nicholas D
CFP®, Series 66
Spokane, WA
Eagle Strategies (NY Life)
Nicholas Drynan is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Eagle Strategies (NY Life) and holds a Series 66 license. He has two years of industry experience, including his current role at Drynan Strategic Financial Solutions. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.
Besse B
Series 66
Spokane, WA
D.A. Davidson & Co.
Besse Bailey is a financial advisor at D.A. Davidson & Co. with one year of industry experience. Prior to joining D.A. Davidson, Bailey spent 18 years at Mountain West Bank, a division of Glacier Bank. Bailey holds a Series 66 designation and is based in Spokane, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with more than $20 million in net worth.
Jessicca R
Series 66
Spokane, WA
D.A. Davidson & Co.
Jessicca Rude is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as Board Treasurer for the Koru Multicultural and Diverse Library and as Board Secretary for the Aspire Community Theatre. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services ranging from plan advisory to comprehensive financial planning and private wealth management.
Maria P
Series 65
Spokane, WA
Hightower Advisors
Maria Pollack is a financial advisor with Hightower Advisors, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at TEN Capital Wealth Advisors and RP Funding, as well as experience in education and music instruction. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with proprietary research and offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.
Daryl G
Series 66
Spokane, WA
Hightower Advisors
Daryl Geffken is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked for ten years at D.A. Davidson & Co. Geffken serves on the boards of the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to a range of investment vehicles including mutual funds, ETFs, and alternative investments.
Brian H
Series 63, Series 65
Spokane Valley, WA
Eagle Strategies (NY Life)
Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Kevin C
Series 63, Series 65
Spokane, WA
Eagle Strategies (NY Life)
Kevin Carano is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Carano has been with Eagle Strategies since 2022 and has a longer tenure with affiliated New York Life entities dating back to 2009. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within the New York Life affiliate structure.
Buddy H
Series 63, Series 65
Spokane, WA
D.A. Davidson & Co.
Buddy Honshell is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves on the board of directors for the Brickert Country Estates Homeowners' Association in Post Falls, ID. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a specialized Private Wealth program for clients with more than $20 million in net worth.
Lucas B
Series 66
Spokane, WA
Centaurus Financial, Inc.
Lucas Beste is a financial advisor with Centaurus Financial, Inc. in Spokane, WA. He holds a Series 66 designation and has been with Centaurus Financial since 2026. Prior to his current role, he worked at Aspen Skiing Company LLC and has experience in various other industries. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.
Jacob T
Series 66
Spokane, WA
Hightower Advisors
Jacob Timm is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Ten Capital Investment Advisors, LLC since 2012. Timm joined Hightower Advisors in 2023 and is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management among other services.
Colson C
CFP®, ChFC®, Series 63
Spokane, WA
Eagle Strategies (NY Life)
Colson Cripps is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) with four years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as entrepreneurial experience with Cripps Financial Group LLC. He has additional work history in diverse fields including retail and product development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with institutional plan sponsors within the New York Life affiliate structure.
Christopher C
Series 63, Series 66
Spokane, WA
D.A. Davidson & Co.
Christopher Codd is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at MERCER Investments, LLC for 17 years and at MGI Funds Distributors, LLC for 2 years. Outside of his advisory role, Mr. Codd serves on the housing board of Catholic Charities of Spokane and holds board positions with the Catholic Diocese of Spokane Foundation and other local nonprofit organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, and a private wealth program for high-net-worth clients.
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646 advisors near
99201
within the area shown on the map
Out of 400,000+ nationwide