A complete list of active advisors currently associated with Sunrise Financial Services LLC
Warmer can help you find a great advisor at Sunrise Financial Services LLC or one who fits your needs even better.
Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high‑net‑worth clients, offering ongoing portfolio management alongside comprehensive financial plans or hourly consultations. Asset management is delivered via the AE Wealth Management platform and American Funds Service Company, and the firm notes that non‑discretionary management is available only for 529 college‑savings accounts. The firm’s investment process is built on Modern Portfolio Theory and uses five risk‑adjusted model portfolios plus an income model, leveraging Nitrogen’s Advanced Risk Modeling and Morningstar data to assign Risk Numbers and a Nitrogen GPA to underlying holdings and portfolios. Account oversight includes periodic reviews (typically quarterly), rebalancing, and the ability to engage sub‑advisors through the AEWM platform. A distinctive aspect of the firm is that its managing member also acts as a licensed insurance agent and a registered representative of a broker‑dealer, receiving external commissions for insurance and brokerage products; the brochure discloses this potential conflict and describes mitigation through disclosures, a Code of Ethics, and the firm’s fiduciary obligations. This combination of advisory, brokerage and insurance activities is relatively uncommon among similar supported firms and may influence recommendations, so clients are informed of alternative routing and disclosure practices.
To learn more about the advisors currently working at Sunrise Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burien, WA
| 17
| |
Burien, WA
| 0
| |
Burien, WA
| 28
|
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