Seattle, WA 5th Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

10

Of 10,217 advisors across 5,125 offices

Location

1420 5th Ave, Suite 2625

Seattle WA 98101

Advisors at this office

10

Advisors at this office

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William M

Series 65, Series 63

Seattle, WA

Cetera

William Mason is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at Northwestern Mutual Investment Services and several business ventures, including Essential Benefits, LLC and Digby International LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cindy L

Series 63, Series 65

Seattle, WA

Cetera

Cindy Llamas is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company and Pillar Financial Group. Outside of her advisory roles, she is involved with Llamas Property Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Keith F

CFP®, ChFC®, Series 63, Series 65

Seattle, WA

Cetera

Keith Foe is a financial advisor with Cetera, holding CFP® and ChFC® designations and 23 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has owned Anderson, Foe, Kent, Madsen & Associates, LLC since 2012. Foe also teaches accounting classes at North Seattle Community College. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kevin K

Series 63, Series 65

Seattle, WA

Cetera

Kevin Kent is a financial advisor with Cetera based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term roles with Northwestern Mutual and partnerships in his own financial services firm, Anderson, Foe, Kent, Madsen & Associates, LLC. Outside his advisory work, he serves as treasurer for a homeowners association and provides notary services as needed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ava G

Series 63, Series 65

Seattle, WA

Cetera

Ava Greer is a financial advisor at Cetera with Series 63 and Series 65 licenses and one year of industry experience. She previously held roles at Northwestern Mutual Wealth Management Company, Pillar Financial, and Amazon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathanael B

Series 65, Series 63

Seattle, WA

Cetera

Nathanael Breitenberg is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and One Oak Wealth Management. He is also a private wealth advisor at Anderson, Foe, Kent, Madsen & Associates, LLC dba Pillar Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management solutions and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chelsea K

CFP®, Series 63

Seattle, WA

Cetera

Chelsea Kerslake is a CFP® professional affiliated with Cetera, with 11 years of experience in the financial services industry. She is a partner at Anderson, Foe, Kent, Madsen & Associates, LLC, dba Pillar Financial Group, and also owns Chelsea Kerslake, Co., an S corporation managing business operations. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and other financial firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a network of over 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael A

Series 63, Series 65

Seattle, WA

Cetera

Michael Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Northwestern Mutual Investment Management for 39 years and is currently involved with Anderson, Foe, Kent, Madsen & Associates, LLC. Outside of his advisory role, he supports an art sales business run by his wife. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kelli A

Series 63, Series 65

Seattle, WA

Cetera

Kelli Aggerbeck is a financial advisor with Cetera in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her background includes roles at Northwestern Mutual Wealth Management and Investment Services, as well as an ongoing associate position with Anderson, Foe, Kent, Madsen & Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options ranging from automated allocations to bespoke strategies, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Luke M

CFP®, Series 63, Series 65

Seattle, WA

Cetera

Luke Madsen is a CFP® professional with 22 years of experience in the financial services industry, currently affiliated with Cetera in Seattle, WA. He previously worked at Northwestern Mutual for over two decades before joining Cetera in 2025. Outside of his advisory role, Madsen is involved in several business ventures, including ownership of a brewery and a restaurant holding company. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with diverse investment strategies and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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