Issaquah, WA SE 64th Place Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,206 offices

Location

22526 SE 64th Place, Suite 220

Issaquah WA 98027

Advisors at this office

3

Advisors at this office

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Steven T

Series 63, Series 65

Issaquah, WA

Commonwealth Financial Network

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John R

Series 66

Issaquah, WA

Commonwealth Financial Network

John Ritezel is a financial advisor with Commonwealth Financial Network in Issaquah, WA, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Mass Mutual Investors Services. He also engages in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through a combination of internal model portfolios and external subadvisers.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Robert S

Series 63, Series 65

Issaquah, WA

Commonwealth Financial Network

Robert Selk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Securian Advisors Northwest, Minnesota Life Insurance Co., and Signator Investors, Inc. Outside of advising, he owns and operates a tax preparation and consulting business and works as a licensed real estate agent in Bellevue, WA. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services. The firm supports advisors in portfolio implementation through both internal model portfolios and external platforms, covering a wide range of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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