Parker Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$267,445,148
Clients
302
Advisors
4
of 5 employees
About
Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also offers insurance product solutions and referrals to other financial professionals. The firm documents client goals and constraints in an Investment Policy Statement and offers standalone financial planning and consulting in addition to ongoing portfolio management.
Investment implementation is typically discretionary and guided by fundamental analysis, with portfolios that often emphasize ETFs and mutual funds and utilize both long- and short-term trading approaches. Parker Financial also directs clients to third‑party platform managers (including sub‑advisory relationships with Envestnet and Freedom Advisor) for tactical and strategic model portfolios and supervises certain AI tools for transcription and preliminary data analysis to support research and notes.
A few features distinguish the firm from many peers: it regularly publishes free e-newsletters and conducts educational seminars (including pro‑bono events and workbook offerings) for the public, activities that are relatively uncommon among similar advisers. The firm operates with a small advisory team while overseeing a substantial asset base, discloses fee‑sharing/solicitor arrangements with third‑party managers, and maintains a single designated reviewer who performs monthly portfolio reviews; it also discloses that some representatives are insurance‑licensed and may receive commission compensation.
Client services
Expertise
Fee options
Financial planning fixed fees starting at $5,000; seminar workbook fees $19-$49.
0.5% to 2% annually, negotiable depending on account size and complexity
Insurance product commissions (conflicts disclosed); not part of advisory fees.
Account minimum: $500,000 Fee-only: Fixed fees for financial planning generally minimum $5,000, negotiable and based on complexity; seminar workbook fees $19-$49.
Main office
9230 Bay Shore Dr NW #201
Silverdale WA 98383
Advisors at this office
4
Most active in
Arizona · California · Florida · North Carolina · Oregon · Texas · Washington
Also doing business as
Annuity Expert · Insurance Services By Parker Financial, LLC · Ltc Expert · Parker Financial · Parker Financial LLC · Parker Tax Advisors · Retirement Budget Calculator · Social Security Planner · Sound Retirement Planning · Sound Retirement Radio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jason P
Series 65
Silverdale, WA
Parker Financial LLC
Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.
Heather H
Series 65
Silverdale, WA
Parker Financial LLC
Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.
Timothy T
Series 65
Silverdale, WA
Parker Financial LLC
Timothy Tenbrink is a Series 65-licensed financial advisor at Parker Financial LLC with three years of industry experience. Prior to joining Parker Financial, he worked at Eiler Wealth Management and was involved with Northwest Baptist Church for six years. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm employs a discretionary, fundamental analysis-based investment approach, often using ETFs and mutual funds, and supports clients with educational seminars and free e-newsletters.
Tiffany L
Series 66
Silverdale, WA
Parker Financial LLC
Tiffany Lally is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 66 designation and two years of industry experience. She previously worked at Baird Private Wealth Management for seven years and has a background in education from Eastern Washington University and community colleges. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a discretionary investment approach focused on fundamental analysis and offers educational seminars and free e-newsletters for the public.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)