Advisors at this firm
Ryan D
Series 63, Series 65
Federal Way, WA
American Northwest Advisory Services L.L.C.
Ryan Dusenberry is a financial advisor with American Northwest Advisory Services L.L.C., holding Series 63 and Series 65 licenses and four years of industry experience. His career includes multiple roles within the American Northwest organization since 2018 and prior experience at AXA Advisors LLC. Ryan also worked at the University of Washington from 2013 to 2017. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm focuses on defensive, strategic asset allocation for clients nearing retirement and maintains a large concentration of assets in pension consulting relationships.
Thomas O
CFP®, Series 63, Series 65
Federal Way, WA
American Northwest Advisory Services L.L.C.
Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.
Christopher A
Series 65
Federal Way, WA
American Northwest Advisory Services L.L.C.
Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and previously worked at American Northwest Retirement Plan Services LLC, Northwest Administrators, Shipt, Ace Hardware, and Sherwin Williams. American Northwest Advisory Services, L.L.C. provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm focuses on strategic asset allocation using a core-and-satellite approach, with a large concentration of assets in pension consulting relationships and an emphasis on aligning individual account strategies with plan-level models.
Thomas O
Series 65
Federal Way, WA
American Northwest Advisory Services L.L.C.
Thomas Oakes is a financial advisor with American Northwest Advisory Services L.L.C. in Federal Way, WA, holding a Series 65 credential and 10 years of industry experience. He has been with American NW Advisory Services since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment that involves activities such as video creation and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm is notable for its concentration in pension consulting, employing a core-and-satellite investment approach and a variety of analysis methods.
Ethan C
Series 65
Federal Way, WA
American Northwest Advisory Services L.L.C.
Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.