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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Washington involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Washington?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Washington to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Washington financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Washington

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S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

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Scott R. Martin

InPlan Financial

701 5th Avenue Columbia Center, Suite 1100

Seattle, WA 98104

206-755-6319

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215
Suite 215

Bellevue, WA 98006

206-386-5455

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-733-7131

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005

425-598-2919

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

List of Additional Financial Advisors in Washington*

* Additional advisor listing is provided in partnership with Yext

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Chelsea Brogan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1994

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David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4744

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

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Dave Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-906-9835

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Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

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Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

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Susannah Vetsch - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2311

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Allstate Personal Financial Representative: Aaron Mesaros

13120 NE 177th Pl
Ste A101

Woodinville, WA 98072
206-718-7448

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First Command Financial Advisor - Jim Wolf

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0260

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Allstate Personal Financial Representative: Rogelio Gonzalez

1382 SE Lund Ave
Ste 140

Port Orchard, WA 98366
956-372-9129

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Joey R Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

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ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

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The TLC Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

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Timothy W Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

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Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Jason Johnson - Ameriprise Financial Services, LLC

906 W 2nd Ave
Ste 500

Spokane, WA 99201
509-466-9811

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

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Ryan Boone - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9952

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The Painted Rocks Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2303

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

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Samantha Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0184

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Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

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Anderson Johnson Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8204

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First Command Financial Advisor - Becca Jones

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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First Command Financial Advisor - Mario Oliver

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Kirk Tambara - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5493

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

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YogaSix

22526 SE 4th St.
Suite B

Sammamish, WA 98074
425-217-1989

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

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Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1115

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The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

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Bruce B. Trang - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7981

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Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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The Bohoskey Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

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Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

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Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

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Cariboo Wealth Advisors - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

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Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

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Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

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Treasury 2 Go

206-979-5016

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Dan Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Rob Johnson Financial

335 E. Blackburn Road

Mount Vernon, WA 98273
360-428-8080

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

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Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

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Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

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The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

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Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

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Dawn M Williams - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-451-4395

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Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

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Kevin Baker - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4403

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Edward Jones - Financial Advisor: Michael P Grosso

11114 Pacific Ave S
Ste D

Tacoma, WA 98444
253-531-4152

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Edward Jones - Financial Advisor: Jake Ronish

205 Madison Ave

Kent, WA 98032
253-850-1241

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

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Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

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Sophia Spencer - Ameriprise Financial Services, LLC

1700 Hudson St
Ste 104

Longview, WA 98632
360-703-3664

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Peter Ross Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

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Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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Brooke Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

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Justin Von Gortler - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0662

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Aaron Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

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Brian Van Houten - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

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Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

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Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5746

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Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

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Kenneth Powers, CRPC, ADPA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-202-9966

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David B Richardson - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-453-3506

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Jason DeMarre - Voya Financial Advisors, Inc.

1201 3rd Ave.
Suite 2200

Seattle, WA 98101
425-495-2936

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Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

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Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

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Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

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Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

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Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

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Steven Jennings - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Susan E Mc Clure - Ameriprise Financial Services, LLC

3929 Martin Way E
Ste F

Olympia, WA 98506
360-438-1611

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Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

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Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

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Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

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Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

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RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

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City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

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Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

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Jim Holroyd, CFP(R)

253-921-5754

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Kincaid Financial Resources

104 S Freya St
Unit 311A

Spokane, WA 99202
509-455-6911

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Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

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Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

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Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

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The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

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Briana Blocker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5530

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

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Gregory A Jones - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0189

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The Blackbriar Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9998

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Bruce C Heiser - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2310

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Rebecca Stay - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-853-5764

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Bridgecrest Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8060

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Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

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Deborah Clyne Oishi - Ameriprise Financial Services, LLC

3215 NW Lowell St
Ste 101

Silverdale, WA 98383
360-616-2453

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Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

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Adam J Faber - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

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Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Kathy M Pearson - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-7733

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Per Bakken - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6088

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Heather Faverman - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1224

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Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

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Benjamin Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4807

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Adrian T Crofts - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2220

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The Truebenbach and Glover Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5046

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Deane Allen Cook - Ameriprise Financial Services, LLC

11611 Airport Rd
Ste 202

Everett, WA 98204
425-353-4382

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Christopher D Stacey - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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NRSmith And Associates, PS

2120 Caton Way Southwest

Olympia, WA 98502
360-754-9475

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George Zelenak - Ameriprise Financial Services, LLC

3929 Martin Way E
Ste F

Olympia, WA 98506
360-438-1611

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Greg Rupert - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2613

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David Lee - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Emily Bahr

900 Southwest 16th Street
Suite 110

Renton, WA 98057
206-204-3066

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Edward Jones - Financial Advisor: Mike Robinson

1212 N Washington
#130

Spokane, WA 99201
509-325-6376

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Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

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Edward Jones - Financial Advisor: Larissa J Sklar

33301 1st Way S
Suite C-100

Federal Way, WA 98003
253-252-2169

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Eugene Kubik - Ameriprise Financial Services, LLC

4407 N Division St
Ste 605

Spokane, WA 99207
509-232-0073

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Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5355

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

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Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

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Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

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Erin Scannell - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

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James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

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Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
425-637-7809

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

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Continental Investors Services, Inc.

1330 Broadway St.

Longview, WA 98632
360-423-5110

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Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

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Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5807

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Jules Raymond Gimbernat - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8040

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Gregg M Quinn - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

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Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

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Cynthia Schmiedeknecht - Ameriprise Financial Services, LLC

19125 Northcreek Pkwy
Ste 120

Bothell, WA 98011
425-486-9066

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Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

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Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

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JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

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Mill Creek Investment Group of D.A. Davidson & Co.

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

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Demars Financial Group

104 S Freya
Suite 218

Spokane, WA 99202
509-536-9556

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

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Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

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First Command Financial Advisor - Sam Swinson

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Clinton Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

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Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

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Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

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Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

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Shane T Snell - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2319

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CB Financial Services

1301 A Street
Suite 800

Tacoma, WA 98402
877-305-0056

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Purpose Financial Advisors, LLC

421 West Riverside Avenue
Suite 1450

Spokane, WA 99201
509-458-7709

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Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

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Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

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Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0177

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The CJG Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0459

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Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

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Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

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Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

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Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

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John Rennie - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2307

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

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David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

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Cameron Wealth Management, Inc

612 Woodland Square Loop SE
Ste 320

Lacey, WA 98503
360-528-8153

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

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Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

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Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

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West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

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Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

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Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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First Command Financial Advisor - Mark Leszczak

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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First Command Financial Advisor - Dave Studer

1104 Main St
Ste 420

Vancouver, WA 98660
360-695-9328

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Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0812

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Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

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Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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Allstate Personal Financial Representative: Nathan Salvesen

7721 Aurora Ave N

Seattle, WA 98103
206-851-9598

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First Command Financial Advisor - Mike Harvin

325 E George Hopper Rd
Suite 201B

Burlington, WA 98233
360-757-8200

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Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

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Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

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First Command Financial Advisor - Jordan Patterson

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

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First Command Financial Advisor - Al Bloir

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Peter Taafe - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

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Luvo Wealth Advisors - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

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Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

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Kenneth Schiewetz - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9957

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Sean McWilliams - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

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First Command Financial Advisor - Dylan Whitcraft

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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Heidi Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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Allstate Personal Financial Representative: Scott Perkins

9908 NE Highway 99

Vancouver, WA 98686
360-608-7597

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Allstate Personal Financial Representative: Dorothy Whitman

1633 Birchwood Ave
Ste 103

Bellingham, WA 98225
408-910-9345

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David Schafer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8221

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Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

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Larry Garcia - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8023

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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Mickey Portnoy - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3970

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Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4750

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

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Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2652

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Michael Bartlett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7025

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Richard Devlin - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-761-2766

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Travis J Litscher - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8212

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McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

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Chris Wille - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

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Roger Kinder - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

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John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5351

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

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Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

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Steven Fox - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

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Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3480

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

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Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

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Joseph Covey, CEPA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

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Stifel | Spokane

201 West North River Drive
Suite 200

Spokane, WA 99201
509-570-5722

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Jeffrey Michael Crosby - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Marnie A Schroer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-5047

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Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

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The Pinto Group - Morgan Stanley

400 Winslow Way E
Ste 190

Bainbridge Island, WA 98110
206-842-4712

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Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

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Chris Mullen - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7593

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Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

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Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Benjamin T. Willey III - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4416

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Quinn & Associates - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

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Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
206-926-5347

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Hardy Poston Team - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0465

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

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Bill Eldridge - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

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Gregg A Larson - Ameriprise Financial Services, LLC

4407 N Division St
Ste 601

Spokane, WA 99207
509-747-6265

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Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Albert Israel - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5330

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Dana Marie Ferrell - Ameriprise Financial Services, LLC

310 120th Ave NE
Ste 101

Bellevue, WA 98005
425-477-4153

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Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

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Jeff Bloomquist - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5487

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Jeffrey Keown - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Jeffrey Johnson - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Eric Carter

206-268-5530

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Jeff Huff & Associates

2323 North 31st Street
Suite 200

Tacoma, WA 98403
253-759-2372

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Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Megan Westbrook - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5481

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Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5364

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Charitable Advisors Network

500 Pacific Ave
Suite 200

Bremerton, WA 98337
360-627-8434

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Allstate Personal Financial Representative: Jerald Hallett

1901 NE 162nd Ave
Ste D101

Vancouver, WA 98684
360-977-0956

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Addeson Moh - Ameriprise Financial Services, LLC

4910 NW Camas Meadows Dr
Ste 200

Camas, WA 98607
360-883-5861

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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Jack Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0629

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Skye Thomas Dahl - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5509

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Rich Millet - Ameriprise Financial Services, LLC

3804 Kern Way
Ste B

Yakima, WA 98902
509-452-7920

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Scott Loughney - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
360-573-3346

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Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

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Otto Guardado - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5484

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Ryan Piwowarski - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5503

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Allegiance Wealth Management - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Thomas Nihoul - Ameriprise Financial Services, LLC

620 N Argonne Rd
Ste B

Spokane, WA 99212
509-777-0803

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David W Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0196

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Blayne Barnhart - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 325

Bellingham, WA 98225
360-333-8258

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Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

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The Carillon Point Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0633

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Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

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The Latitude 48 Group - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

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Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

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Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

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Tristan Coudriet - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Timothy T Anderson - Ameriprise Financial Services, LLC

1140 10th St
Ste 207

Bellingham, WA 98225
360-392-2836

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Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Janet Anderson - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-2027

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First Command Financial Advisor - Michael Stutzke

400 S Jefferson Street
Suite 333

Spokane, WA 99204
509-590-0676

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Spokane, WA Branch Office - UBS Financial Services Inc.

601 W Riverside Ave
Suite 1200

Spokane, WA 99201
509-744-3333

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Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

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Tacoma, WA Branch Office - UBS Financial Services Inc.

1145 Broadway
Suite 1400

Tacoma, WA 98402
253-272-3371

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Michael Weichbrodt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-451-2601

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Walters Doney Printz Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

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Tod Asmussen - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2557

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James Kovarik - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2765

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Colin Sands - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

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Brant O Greene - Ameriprise Financial Services, LLC

19793 Hamilton Ct NE
Ste 101

Poulsbo, WA 98370
360-697-4600

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