Olympia, WA Union Avenue SE Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

330 Union Avenue SE

Olympia WA 98501-1324

Advisors at this office

4

Advisors at this office

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Glenn R

Series 63, Series 65, Series 66

Olympia, WA

LPL Financial

Glenn Richardson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Edward Jones. Since 2019, he has also been affiliated with WSECU Investment Management and WSECU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by model portfolios and research from both internal and third-party sources.

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

Series 63, Series 66

Olympia, WA

LPL Financial

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves at Washington State Employees Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

College savings (529s, UTMA, etc.)
user avatar

Sidney S

Series 63, Series 65

Olympia, WA

LPL Financial

Sidney Schroader is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 65 registrations. He has 43 years of industry experience and has worked with WSECU Investment Management and Washington State Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

College savings (529s, UTMA, etc.)
user avatar

Todd S

Series 63, Series 66

Olympia, WA

LPL Financial

Todd Shobert is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with LPL Financial and Washington State Employees Credit Union since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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