Lacey, WA Intelco Loop SE Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,776 advisors across 1,213 offices

Location

4520 Intelco Loop SE, Suite 1 E

Lacey WA 98503

Advisors at this office

3

Advisors at this office

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Zale C

CFP®, ChFC®, Series 63, Series 65

Lacey, WA

Commonwealth Financial Network

Zale Crawford is a financial advisor with Commonwealth Financial Network based in Vancouver, WA. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Crawford has been associated with Pillar Financial Group, LLC since 2013 and continues to serve there alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to operate under their own brands within a comprehensive platform.

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

CFP®, Series 66

Lacey, WA

Commonwealth Financial Network

Brett Boyer is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Pillar Financial Group since 2019. His prior experience includes roles at Weinand Financial, KMS Financial, and Casualty Loss Consultants. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of about 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

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

Series 66

Lacey, WA

Commonwealth Financial Network

Michelle Lasko is a financial advisor with Commonwealth Financial Network in Lacey, WA, holding a Series 66 designation and two years of industry experience. She has worked at Pillar Financial Group since 2013 and has been affiliated with Commonwealth Financial Network since 2013. Outside of her advisory role, she serves as a bookkeeper for the Brookfield Plaza COA, managing financial records and dues payments. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, and compliance support, with investment strategies that include discretionary model portfolios and personalized indexing options.

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