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368 advisors near
98010
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Out of 400,000+ nationwide
Joshua J
Series 66
Bonney Lake, WA
LPL Financial
Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.
Eva P
Series 66
Bonney Lake, WA
Edward Jones
Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.
Ai M
Series 65, Series 63
Tukwila, WA
Fidelity
Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.
Kelci V
Series 63, Series 65
Renton, WA
Cetera
Kelci Van Tulder is a financial advisor with Cetera in Renton, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at Pilgrim Coffeehouse and serves as the financial officer for Ascend Northwest, a Catholic nonprofit focused on promoting healing ministry in the Pacific Northwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Gary M
CFP®, Series 63, Series 65
Renton, WA
LPL Financial
Gary Meagher is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks for five years. He operates under the DBA Meagher Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Dawn B
Series 66
Lake Tapps, WA
Edward Jones
Dawn Boyle is a Series 66 credentialed financial advisor with Edward Jones, based in Lake Tapps, WA. She has three years of industry experience and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Stephen V
CFP®, Series 66
Renton, WA
Edward Jones
Stephen Vircks is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Outside of his advisory role, he is a licensed pyrotechnic operator who volunteers as a trainee at local professional fireworks shows, participating in setup, live firing, safety, and cleanup for several events each year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad array of advisory programs and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.
Dominic H
Series 66
Auburn, WA
Edward Jones
Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.
Trevor R
Series 66
Enumclaw, WA
Edward Jones
Trevor Ridgway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in real estate and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.
Mark R
Series 63, Series 65, Series 66
Kent, WA
Edward Jones
Mark Ramey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, his work history includes roles at Whitman Global, Multi-M Contracting, and Fujitec Elevator. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a wide range of advisory and investment services under a fiduciary standard.
Brett D
CFP®, ChFC®, Series 65, Series 66
Enumclaw, WA
Edward Jones
Brett Davis is a financial advisor with Edward Jones in Enumclaw, WA, holding the CFP® and ChFC® designations and Series 65 and 66 licenses. He has 12 years of industry experience, including six years at US Trust, Bank of America Private Wealth Management, before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Cody L
Series 66
Renton, WA
Ameriprise
Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.
Jacob R
CFP®, Series 66
Auburn, WA
Edward Jones
Jacob Ronish is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones since 2019. His prior roles include managing the pro shop and marketing campaigns at Riverbend Golf Complex and owning an online fantasy football rings business. He also serves as secretary for the Lakeland Hills HOA in Auburn, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
Darrell D
Series 63
Tukwila, WA
Ameriprise
Darrell Douglas is a financial advisor with Ameriprise in Renton, WA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice, primarily for clients with assets managed within Ameriprise accounts.
Bret E
Series 66
Tukwila, WA
LPL Financial
Bret Edensword is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining LPL Financial and the Boeing Employee Credit Union in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.
Man Chung C
Series 63, Series 65
Renton, WA
LPL Financial
Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. Outside of his advisory role, he is a partner in raw land ventures, including Rainbow Partners and Prosperity Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources alongside various technology-driven investment solutions.
Patrick F
CFP®, Series 63, Series 65
Sumner, WA
OSAIC
Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.
Schanice S
Series 63, Series 66
Renton, WA
Cetera
Schanice Staples is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Northwestern Mutual and Foresters Financial Services. Outside of her advisory role, she co-chairs professional development events for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application through her own business, Aesthetics Plus. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.
Priscilla S
Series 66
Tukwila, WA
LPL Financial
Priscilla Suhre is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 25 years of industry experience. She has been associated with LPL Financial and Boeing Employee Credit Union Everett since 2009. Suhre is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her investment and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Kenneth B
Series 63, Series 65
Auburn, WA
LPL Financial
Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Verity Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.
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Finding advisors...
368 advisors near
98010
within the area shown on the map
Out of 400,000+ nationwide