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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

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

Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

877-400-0260

Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215
Suite 215

Bellevue, WA 98006

206-386-5455

Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-733-7131

Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle, WA 98104

253-733-7131

Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

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

John Angelo Flavin, ChFC^®, CFP^®, CLU^®, CCIM^®, AIF^®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103

206-228-9671

List of Additional Financial Advisors in Washington*

* Additional advisor listing is provided in partnership with Yext

John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5351

Jeffrey Mushen - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8636

Jeffrey Johnson - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

Dan Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

Amy M Waller - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2313

Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3514

Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

Thomas Nihoul - Ameriprise Financial Services, LLC

620 N Argonne Rd
Ste B

Spokane, WA 99212
509-777-0803

Colin Sands - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

Eric Breecher - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4741

Darlene Poch - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-503-4331

Brant O Greene - Ameriprise Financial Services, LLC

19793 Hamilton Ct NE
Ste 101

Poulsbo, WA 98370
360-697-4600

Gregory A Eliason - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

David Lee - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Eugene Kubik - Ameriprise Financial Services, LLC

4407 N Division St
Ste 605

Spokane, WA 99207
509-232-0073

Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4750

Gregg M Quinn - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

Martin Mosbacker - Ameriprise Financial Services, LLC

1816 S Lake Stevens Rd
Ste 201

Lake Stevens, WA 98258
206-236-8054

Clinton Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

Allstate Personal Financial Representative: Ned Jacobson

4304 6th Ave

Tacoma, WA 98406
253-353-7108

Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

KC Smith - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

Steven Jennings - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

Carlos De Imus - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
206-236-8054

Scott Gilbert - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0654

Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

Brian J Cockrell - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2251

Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2766

Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

Kimberly Blindheim - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-467-3103

5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

Asset Care & Preservation Services

2018 Caton Way SW

Olympia, WA 98502
360-878-8065

B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

Jeff Bloomquist - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5487

David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4744

ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

Jules Raymond Gimbernat - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8040

Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

Susan E Mc Clure - Ameriprise Financial Services, LLC

3929 Martin Way E
Ste F

Olympia, WA 98506
360-438-1611

Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

Berit A Thompson - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-5043

James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

Christopher D Stacey - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5321

James Smalley - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1221

Rod S. Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5027

Jamie Gu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8011

Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

Roger Johnson - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4405

Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-751-4202

Susan Rice - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7005

Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

The Hartman Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

Brian Silkworth - Ameriprise Financial Services, LLC

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
206-285-5489

Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

Elizabeth Peterson - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7583

Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3583

Brian P Sullivan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8061

Robert Fritton - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0633

Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8000

Marnie A Schroer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-5047

Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3508

The Pinto Group - Morgan Stanley

400 Winslow Way E
Ste 190

Bainbridge Island, WA 98110
206-842-4712

Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-346-2847

Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1115

Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5803

Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

Keith Whitman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0653

Mark Logsdon - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0635

Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2449

Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
704-442-3431

Jerry C Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

Kathleen Cummins - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
206-344-2422

Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

Gregory A Jones - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0189

Tyler Church - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
503-221-7652

David W Alderman - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0196

Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3530

Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2652

Adam J Faber - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

Allstate Personal Financial Representative: Scott Perkins

9908 NE Highway 99

Vancouver, WA 98686
360-608-7597

Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

Joseph Silva - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1794

Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4554

David Metz - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
425-460-9025

Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

Eric Ether - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-6308

Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

Jan Gerards - Ameriprise Financial Services, LLC

104 S Freya St
Ste 126

Spokane, WA 99202
509-324-4266

Wilsons Leather

1408 Lum Road

Centralia, WA 98531
360-736-1608

Steve Nowland - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8226

Steven P. Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2410

James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2453

Merriman Wealth Management

111 South Post Street
Suite 2250

Spokane, WA 99201
800-423-4893

The Cascade Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

Tracey Suzanne Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-550-6232

The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

Sam Coleman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-8054

Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4141

Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

Treasury 2 Go

206-979-5016

Blackwell Financial Services

7307 N Division St
Ste 305

Spokane, WA 99208
509-359-9788

Jill V Tokarczyk - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2223

Mark L Hartman - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

Amy Schwab - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

Allstate Personal Financial Representative: Derin Brooks

1300 N Mullan Rd
Ste 1310

Spokane Valley, WA 99206
509-934-7174

Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

Jack Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0629

Adrienne Emick - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0628

Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

William "Billy" Lang - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6082

Latitude Wealth Management LLC

7117 W Hood Place
Suite 120

Kennewick, WA 99336
509-628-2291

Allstate Personal Financial Representative: Stephen Skurka

7103 W Clearwater Ave
Ste E

Kennewick, WA 99336
509-735-2948

Thomas Hackleman - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9974

Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4018

Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0170

The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

Allstate Personal Financial Representative: Willis Barnes

1611 Harrison Ave NW

Olympia, WA 98502
360-274-2202

Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
425-637-7809

The TLC Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

The North Ridge Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

Michael Bruce Julian - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7985

Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

Erik Carlson - Ameriprise Financial Services, LLC

401 Olympia Ave NE
Ste 337

Renton, WA 98056
206-569-0143

Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

Donald Lee - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

Brian McCann - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8228

Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

Bill Brooking - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1116

Thomas Elrod - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
209-576-3209

Helen Lee - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3109

Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

Anderson Johnson Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8204

Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-734-8500

Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2930

Laurel Numbers - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

Traci M Leslie - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1964

Beacon Northwest Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

The Peace Arch Group - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7004

Marc A Sickles - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-208-0593

Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

David Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3112

Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5835

Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-943-2300

Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2924

American Senior Resources

1624 Broadway

Everett, WA 98201
425-512-8000

Seattle's Mortgage Broker - Joe Tafolla

506 2nd Ave
Suite 1400

Seattle, WA 98104
206-251-0818

Brian Van Houten - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Patrick B Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4145

Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

Jim Holroyd, CFP(R)

253-921-5754

John Champion - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8072

Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

De La Torre Wealth Strategies

4400 NE 77th Ave
Suite 275

Vancouver, WA 98662
360-952-3776

Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

Bruce C Heiser - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2310

Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4877

Susan D Donnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3555

Daniel Spanski-Dreffin, Investment Advisor Representative

908 SE 98th Ave

Vancouver, WA 98664
360-219-7918

Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8871

Adrian T Crofts - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2220

Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

The BIRDIE Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

Rick R Larson - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4025

Perry L. Smith Consulting

40 Lake Bellevue
Suite 100

Bellevue, WA 98005
425-502-9058

City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3480

Noble Wealth Management

3304 N. Bent Road

Kennewick, WA 99338
509-735-9000

Kathryn Starkovich - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1790

Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

Travis J Litscher - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8212

Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
425-455-0501

Investors Portfolio Services

2832 S Meridian
Suite 201

Puyallup, WA 98373
253-770-8118

Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
425-467-2216

NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

John Knight - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5017

Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

Watson Financial Services, Inc.

400 S Jefferson St.
Ste 416

Spokane, WA 99204
509-456-6461

Robert Main - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0637

Jennifer K Iranon - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6093

Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5024

Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3464

Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

Chris Mullen - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7593

Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4427

Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3522

Larry Garcia - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8023

D. Mike Collins - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7986

Dale Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8033

Brooke Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

Thomas O'Neal & Jared O'Neal - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5047

Brian Pinto - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
206-842-4712

Matthew Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3113

George E Mundell III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
888-329-2211

Jennifer A Lucke - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-7744

Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4140

Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

Kristin Hanneman - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7996

HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

Bim Prince - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Cariboo Wealth Advisors - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-281-7250

Sophia Spencer - Ameriprise Financial Services, LLC

1700 Hudson St
Ste 104

Longview, WA 98632
360-703-3664

Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

Otto Guardado - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5484

Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

Hannah Grossblatt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2763

Shoba Sriaiyer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2402

Janet Anderson - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-2027

Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

Jennifer Theissing - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5320

Perry Menard - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3949

Hemingson Barber Financial Group - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2555

Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

Stewart Ellison - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

Michael Scott Frantz, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8517

Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

Marc Georgeadis - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0464

Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

Richard Devlin - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-761-2766

Eric L Eversole - Ameriprise Financial Services, LLC

7100 Fort Dent Way
Ste 240

Tukwila, WA 98188
206-838-6240

Robert Katsuno - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5485

Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

Quang Bui - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3960

Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

David Mauro, CFP - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2550

Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

Klaudia Anna Conradt - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3957

The Prewitt Group - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0609

Harbor Wealth Consulting Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5355

Blayne Barnhart - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 325

Bellingham, WA 98225
360-333-8258

AGP Wealth Advisors - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

Ryan Piwowarski - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5503

Shane Weisman - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5494

Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4415

Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5364

Austin Collins - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5332

Legacy Wealth Consulting Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2779

Kevin Nanthrup - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

Jason DeMarre - Voya Financial Advisors, Inc.

1601 5th Ave.
Suite 1100

Seattle, WA 98101
425-495-2936

Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

Capitol Hill Wealth Management - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

Proguidance Wealth Advisors - Ameriprise Financial Services, LLC

213 S 12th Ave

Yakima, WA 98902
509-454-1101

Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

Mickey Portnoy - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3970

Stuart Sierer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2470

Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

Capstone Wealth Management - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2340

Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

Greg Hotchkiss, CIMA, CRPS - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0622

The Manhas Wilskie Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

Saket Sengar, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

Dana Marie Ferrell - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

Allegiance Wealth Management - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

Spokane, WA Branch Office - UBS Financial Services Inc.

601 W Riverside Ave
Suite 1200

Spokane, WA 99201
509-744-3333

Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Matthew Frank Philichi, CFP - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3962

David Schafer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8221

Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-2203

Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

I.D. Financial

206-774-0262

Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

Joseph Marsh - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6504

Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

Kevin Cahoon, CRPC - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6500

Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

Gigi L Brannan - Ameriprise Financial Services, LLC

152 3rd Ave S
Ste 103A

Edmonds, WA 98020
425-245-8083

Robert Davis - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

Skye Thomas Dahl - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5509

Steven Fox - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

Rodney Rich - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4742

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

David B Richardson - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-453-3506

Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

Chris Wille - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

Odyssey Wealth Management

1620 Duvall Ave NE
Suite 202

Renton, WA 98059
425-226-2696

Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

Deborah Clyne Oishi - Ameriprise Financial Services, LLC

3215 NW Lowell St
Ste 101

Silverdale, WA 98383
360-616-2453

Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

Timothy T Anderson - Ameriprise Financial Services, LLC

1140 10th St
Ste 207

Bellingham, WA 98225
360-392-2836

Jeffrey Keown - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

Richard W Cleavenger - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6083

Clint Boxman - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

Sheri Anne Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

J Travis Prewitt - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3314

Heritage Wealth Advisors - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Financial Management, Inc.

7025 West Grandridge Boulevard
Suite B

Kennewick, WA 99336
509-735-7526

Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

Sound Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

CB Financial Services

1301 A Street
Suite 800

Tacoma, WA 98402
877-305-0056

Purpose Financial Advisors, LLC

421 West Riverside Avenue
Suite 1450

Spokane, WA 99201
509-458-7709

Quinn & Associates - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

Eaglecrest Financial Group - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

Hotchkiss Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0622

Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

Briana Blocker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683