Spokane Valley, WA N Evergreen Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,115 offices

Location

420 N Evergreen Rd, Suite 500

Spokane Valley WA 99216

Advisors at this office

4

Advisors at this office

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Ryan G

Series 63, Series 65

Spokane Valley, WA

Cetera

Ryan Graczyk is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. He is also the owner of Core Financial Group, a firm providing investment and insurance services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of more than 10,000 advisors and manages over $256 billion in assets.

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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Christopher S

Series 66

Spokane Valley, WA

Cetera

Christopher Sullivan is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at BCH Financial Group and Cetera Advisors LLC. Outside of his advisory role, Sullivan owns a business consulting firm focused on business development, acquisition, and succession planning. Cetera is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party 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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Eric G

Series 63, Series 65

Spokane Valley, WA

Cetera

Eric Graczyk is a financial professional at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has held roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Cetera since 2022. He is also associated with Core Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program options, 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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Orlando F

Series 63, Series 65

Spokane Valley, WA

Cetera

Orlando Ferraro is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2019 and owns Core Financial Group, where he provides investment and insurance services. Additionally, he works as a health insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, supporting both discretionary and non-discretionary portfolio management and financial planning.

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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