Top business ownership considerations financial advisors in Bellingham, WA

Lindsey Maphumulo is a Series 66-licensed financial advisor with Ameriprise in Bellingham, WA, holding 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Lindsey is also employed by Scannell LLC under Ameriprise as a Private Wealth Advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a structured recommendation process focused on dependable income and tax-aware withdrawal strategies.

Melvin Danson is a financial advisor with Baring Financial LLC in Bellingham, WA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His career includes roles at Waddell & Reed, Inc. and First Allied Advisory Services, Inc., and he is also owner of Logan Danson LLC and a trustee involved in trust management. Baring Financial LLC provides discretionary investment management to individuals, pension plans, trusts, and small businesses, managing approximately $210 million for over 480 clients. The firm employs a strategic asset-allocation approach with a core of passive index funds and ETFs complemented by actively managed funds, and it discloses the use of borrowing and derivatives in client accounts.

Elizabeth Snyder is a financial advisor at Trail Financial Planning LLC with eight years of industry experience. She holds the Series 65 designation and has worked at Trail Financial Planning since 2017, following a prior independent advisory practice from 2002 to 2025. Outside of her advisory work, she is a partner in a rental property management business. Trail Financial Planning LLC is a fee-only firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a blend of passive and active strategies informed by Modern Portfolio Theory and emphasizes tax efficiency and regular account reviews.

Megan Cooley is a financial advisor at WealthMark, LLC with a Series 65 designation and over 11 years of industry experience. Prior to her current role, she worked at Gruff Brewing for six years. WealthMark, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis, and offers customized solutions including subadvisory and 529 college-savings services.

Joseph Carpenter is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Merrill from 1999 to 2012 before joining LPL Financial, where he has been since 2012. He also provides occasional notary public services for clients. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.