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672 advisors near
99217
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Out of 400,000+ nationwide
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 at Hightower Advisors with a Series 65 designation. She has two years of industry experience, including roles at TEN Capital Wealth Advisors and involvement with Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles to serve its clients.
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.
Edward V
Series 65
Spokane, WA
Brookstone Capital Management LLC
Edward Vu is a financial advisor at Brookstone Capital Management LLC in Spokane, WA, holding a Series 65 designation. He has one year of industry experience and has previously worked in various roles including at Whitworth University and Blue Crane Clinic LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a combination of strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.
Aristo A
Series 63, Series 66
Spokane, WA
Centaurus Financial, Inc.
Aristo Arana is a financial advisor at Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Centaurus Financial since 2010 and has worked at Mark Nissley since 2007. Outside of his advisory role, he assists with securities-related business activities and helps clients understand Medicare insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.
Benjamin K
CFP®, Series 66
Spokane, WA
Hightower Advisors
Benjamin Klundt is a CFP® with 15 years of industry experience, currently serving at Hightower Advisors since 2023. He previously worked at Ten Capital Investment Advisors LLC and has been involved with nonprofit boards such as the Boy Scouts of America-Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to various investment vehicles through proprietary research and portfolio construction.
Christopher B
Series 63, Series 66
Spokane, WA
Ameritas Advisory Services, LLC
Christopher Bor is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Securities America Inc, Sunset Financial Services, and Mass Mutual Investors Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, with support from an Investment Committee and third-party partners.
Daniel C
CFA®, Series 65, Series 66
Spokane, WA
D.A. Davidson & Co.
Daniel Cronen is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2015. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he acts as an executor for an estate, overseeing asset distribution according to the will. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.
Grant H
CFP®
Spokane, WA
Mercer Global Advisors Inc.
Grant Habersetzer is a CFP® professional at Mercer Global Advisors Inc. in Spokane, WA, with experience beginning in 2022 across several firms including Financial Forum and Mercer Global Advisors. His background also includes roles at Gonzaga University and The Boeing Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm implements globally diversified portfolios based on Modern Portfolio Theory using low-cost ETFs, index funds, and other investment vehicles, and supports clients through specialized services and educational programs.
Edna L
Series 66
Liberty Lake, WA
D.A. Davidson & Co.
Edna La Zelle is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and five years of industry experience. She has worked at several firms, including Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.
Amy V
Series 65
Spokane, WA
Hightower Advisors
Amy Van Lierop is a financial advisor at Hightower Advisors in Spokane, WA, holding a Series 65 credential with 10 years of industry experience. Her prior roles include positions at Mercer Global Advisors, Vickerman Investment Advisors, Ten Capital Wealth Advisors, and Vickerman & Driscoll Financial Advisors. She has a minority ownership interest in a family farming and hospitality business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and specialized consulting for various institutional mandates.
James B
Series 63, Series 65
Spokane, WA
Osaic Advisory Services, LLC
James Bell is a financial advisor at Osaic Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with firms including Securities America, Arbor Point Advisors, and Cetera Advisors. Bell maintains a licensing arrangement to service pre-existing fixed insurance policies for clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodial arrangements with Schwab and Fidelity.
Debra M
Series 65, Series 63
Spokane, WA
First Command Advisory Services
Debra Miethe is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Thrivent Financial and its related entities for seven years. Outside of her advisory role, she serves as president of Soarin' Glory, a nonprofit that installs solar-lit flagpole kits for military families at no cost. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects preapproved managers and model portfolios.
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Finding advisors...
672 advisors near
99217
within the area shown on the map
Out of 400,000+ nationwide