Kirkland, WA Office

Team
Updated today

Client AUM

$5,444,193,153

Clients

7,363

Advisors

2

Of 80 advisors across 46 offices

Location

Kirkland WA

Advisors at this office

2

Advisors at this office

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Amanda K

Series 65

Kirkland, WA

Integrated Advisors Network LLC

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Susan K

Series 66

Kirkland, WA

Integrated Advisors Network LLC

Susan Katz is a financial advisor with Integrated Advisors Network LLC in Kirkland, WA, holding a Series 66 designation and 22 years of industry experience. She previously operated Katz Family Financial Advisors, LLC for 14 years before joining Integrated Advisors Network and Candid Financial, where she has worked for the past seven years. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning using a combination of fundamental and quantitative analysis, third-party sub-adviser platforms, and flexible investment strategies tailored to client risk profiles.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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