Kennewick, WA W Gage Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

14

Of 22,678 advisors across 10,418 offices

Location

8905 W Gage Blvd, Ste 110

Kennewick WA 99336

Advisors at this office

14

Advisors at this office

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Joel O

Series 66

Kennewick, WA

LPL Financial

Joel Ockey is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. He has previously worked with Cornerstone Wealth Strategies, Inc. and Waddell & Reed, Inc., among others. Ockey is also involved with Columbia Industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Jessica H

Series 66, Series 63

Kennewick, WA

LPL Financial

Jessica Horst is a financial advisor with LPL Financial in Kennewick, WA, holding Series 66 and Series 63 licenses and six years of industry experience. Her prior work includes roles at Key Investment Services and KeyBank, and she has also been involved in small businesses outside of finance. Additionally, she is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Ashley M

Series 63, Series 66

Kennewick, WA

LPL Financial

Ashley Mleczko is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, she worked at U.S. Bancorp Advisors, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory role, she operates Mleczko Enterprises, a laser engraving art business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kathryn M

CFP®, Series 66

Kennewick, WA

LPL Financial

Kathryn Mulhausen is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Kennewick, WA. She has held roles at Cornerstone Wealth Strategies, Inc. and Financial Advocates Investment Management, among others. Mulhausen provides administrative support to Cornerstone Wealth Strategies, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Matthew R

CFP®, Series 66

Kennewick, WA

LPL Financial

Matthew Riesenweber is a CFP® with 23 years of experience in the financial industry, currently affiliated with LPL Financial. He has previously worked with firms including Cornerstone Wealth Strategies, Inc., Financial Advocates Investment Management, and MV Group LLC. Outside of his advisory role, he is involved with Market Vineyards, LLC and the Boys & Girls Club of Benton & Franklin Counties. LPL Financial is a nationally registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Demi B

Series 66

Kennewick, WA

LPL Financial

Demi Bollinger is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Maximus and Sunflower Bank and has experience in education with the Kennewick School District and Fort Hays State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Emily M

Series 66

Kennewick, WA

LPL Financial

Emily Maldonado is a financial advisor with LPL Financial in Kennewick, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2022, she worked at Home Point Financial Corp., Thrivent Advisor Network, LLC, Thrivent Financial, and Burch & Smith LLC. She provides administrative support to Cornerstone Wealth Strategies Inc., an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Joed N

Series 66

Kennewick, WA

LPL Financial

Joed Ngaruiya is a financial advisor at LPL Financial in Kennewick, WA, with 10 years of industry experience and a Series 66 credential. His career includes prior roles at Waddell & Reed, Inc. and running his own practice, Joed Ngaruiya & Associates, LLC. He has also been involved with the Washington Policy Center, the Pasco Chamber of Commerce, and Pasco Ephesus SDA Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and technology.

College savings (529s, UTMA, etc.)
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Cameron B

Series 66

Kennewick, WA

LPL Financial

Cameron Burch is a financial advisor based in Kennewick, WA, affiliated with LPL Financial. He holds a Series 66 designation and has 14 years of industry experience, including roles at Waddell & Reed Inc and Cornerstone Wealth Strategies, where he also provides investment advisory services through his independent firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Matthew W

Series 66

Kennewick, WA

LPL Financial

Matthew Wiser is a financial advisor with LPL Financial in Kennewick, WA, holding a Series 66 designation and 19 years of industry experience. He has been involved with Cornerstone Wealth Strategies, Inc. and Wiser Farms, LLC, both active since 2018, and has served in various community and nonprofit roles, including with the Boy Scouts of America and United Way of Benton & Franklin Counties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Craig B

Series 63, Series 66

Kennewick, WA

LPL Financial

Craig Bolling is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 66 licenses and with 31 years of industry experience. His career includes roles at Waddell & Reed Inc and various insurance carriers, alongside long-term involvement with Harbor Financial Services and Fintegra, LLC. Bolling Financial Services LLC is an additional business entity related to his tax and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Shea M

Series 66

Kennewick, WA

LPL Financial

Shea Meehan is a financial advisor with LPL Financial, holding a Series 66 designation. Meehan’s prior work experience includes roles in legal firms such as Walker Heye, PLLC, and Gravis Law, PLLC, spanning over 17 years before transitioning to financial services. Meehan also operated Consult With Shea, P.C. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, supported by extensive research and portfolio management options.

College savings (529s, UTMA, etc.)
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Tyler S

CFP®, Series 66

Kennewick, WA

LPL Financial

Tyler Scott is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors, and he manages investment advisory services through his independent firm, Cornerstone Wealth Strategies, Inc. Tyler also serves as a board member for Next Gear Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Justin B

Series 66

Kennewick, WA

LPL Financial

Justin Brown is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to joining LPL, he was involved with JeldonBrown LLC and worked with Waddell & Reed, Inc., among other roles. Outside of his advisory work, he served on the Richland Police Department Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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