Featured Business Financial Advisor in Lynnwood, WA
Lynnwood Financial Advisors
Premier Wealth Washington
19101 36th Avenue West, Suite 211
Lynnwood, WA 98036
Phone Number
“Responsive. Independent.”
Advisor Profile
Ryan Sant
Name:  Ryan Sant
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisorDisclosure_Sant.pdf
" target="_blank">Disclaimer
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Bob McMahon and Ryant Sant, DBA Premier Wealth Washington, are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency

About Premier Wealth Washington

Ryan Sant and Bob McMahon, DBA Premier Wealth Washington, offer financial planning through their affiliation with an independent, SEC registered investment adviser, Commonwealth Financial Network. Their team is separate from other Financial Advisors by a combination of:

The breadth and caliber of our technology The talented and dedicated people who work here The services we offer that put clients' needs first Our independent ownership structure Our competitive pricing Our focus on providing indispensable service to our clients because we recognize that our success is dependent on our clients, not the other way around.

Yet more meaningfully, Premier Wealth Washington's culture is special and rare, and this is apparent when you walk our halls or call our group. We believe that we are highly success because we:

Believe that our business, like life, is really all about the quality of personal relationships Value intellectual curiosity, preach flexibility and entrepreneurship, and take criticism constructively Offer the breadth and depth of services and technology of a large corporation, but are small enough to quickly adapt and flourish in this ever-changing climate Hire smart, caring professionals who excel at what they do and truly enjoy interacting with others Foster a workplace where colleagues become lifelong friends Honor the determination of every individual affiliated with our group to develop their skills Work very hard to maintain a culture and environment where our team enjoys coming to work, and where clients enjoy their interaction with our group
 

General Information

States Willing to do Business in:    Bainbridge Island,Bellevue,Bothell,Bremerton,Carnation,Clinton,Duvall,Edmonds,Everett,Freeland,Hansville,Indianola,Issaquah,Kenmore,Kingston,Kirkland,Lake Stevens,Langley,Marysville,Medina,Mercer Island,Monroe,Mukilteo,Port Ludlow,Port Orchard,Poulsbo,Redmond,Seattle,Silverdale,Snohomish,Woodinville,Lynnwood
Years of Experience in Financial Services:    4
Name of Custodial Firm:    COMMONWEALTH FINANCIAL NETWORK
Number of Years with Current Firm:    1
States Licensed in:    AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA, WY
Firm CRD#:    8032
CRD#:    6496124
 

Services

I can meet clients in the following ways:    Video Conference, Via phone, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Hourly, Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)