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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

Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham, WA 98225

360-392-2882

Daniel Wiersma

Harbor Wealth Management / LPL Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335

253-858-6004

Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

Kevin Pentz

Wealthmark Advisors

2819 NW Kitsap Place
Suite 201

Silverdale, WA 98383

360-516-2400

Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425-386-8433

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

List of Additional Financial Advisors in Washington*

* Additional advisor listing is provided in partnership with Yext

Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

Tracey Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

Jerry Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

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

The DeLateur Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
206-464-4018

Mark Tompkins, CRPC | Steward Partners Global Advisory

1030 N Center Parkway
Suite 310

Kennewick, WA 99336
971-353-7807

First Command Financial Advisor - Sam Swinson

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

The Miller Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0177

Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

Tim Vediz, CFA - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-9974

Soundview Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3953

Edward Jones - Financial Advisor: Wesley McBratney

16108 Ash Way
Suite 112

Lynnwood, WA 98087
425-743-2317

Edward Jones - Financial Advisor: Jim Boora, CFP®

717 Levee Street

Hoquiam, WA 98550
360-532-5011

Bellingham, WA Branch Office - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

Leslie J Norton - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

Marc Georgeadis - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0464

Nicholas Jordan - Ameriprise Financial Services, Inc.

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

Jennifer K Iranon - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6093

Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4087

KC Smith - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

Martin Mosbacker - Ameriprise Financial Services, LLC

1816 S Lake Stevens Rd
Ste 201

Lake Stevens, WA 98258
206-236-8054

BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

Battistoni Financial Inc.

5447 Champery PL NW

Issaquah, WA 98027
425-443-7234

Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

Zach Goldberg, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

Momentum Financial Group

1200 Old Fairhaven Parkway
Suite 107

Bellingham, WA 98225
360-714-3378

Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

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

Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

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

The Northwest Evergreen Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0631

The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

Joey R Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

Brian R Doughty - Ameriprise Financial Services, LLC

14205 SE 36th St
Ste 100

Bellevue, WA 98006
425-519-3797

David H Aramaki - Ameriprise Financial Services, LLC

14205 SE 36th St
Ste 100

Bellevue, WA 98006
425-519-3797

First Command Financial Advisor - Bryan Coleman

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

David Metz - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

Sheri Anne Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

Optimist Retirement Group

11400 SE 8th St
Suite 465

Bellevue, WA 98004
425-637-3037

First Command Financial Advisor - Joe Pestar

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

First Command Financial Advisor - Al Bloir

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

Amani Y. Harris, MBA - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

Alyssa Morley - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5015

Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

Peak Mortgage - Debbie Thorington

8479 West Clearwater Avenue Building A
Ste 110

Kennewick, WA 99338
509-308-6929

Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

Christian Gweth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
425-453-3470

Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

Northwest Wealth Consulting Group - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

The Cornerstone Legacy Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8076

Edward Jones - Financial Advisor: Stephen M Sklar

2500 W Sims Way
Ste 202

Port Townsend, WA 98368
360-385-2243

Lily Rodriguez

360-350-0891

Edward Jones - Financial Advisor: KJ Brady

12199 Village Center Place
Suite 202

Mukilteo, WA 98275
425-290-1828

Thomas Elrod - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
209-576-3209

Focus Advisors - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-384-7412

The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

Edward Jones - Financial Advisor: Gavin Bullock

2003 132nd St SE
Suite C

Everett, WA 98208
425-367-4849

Tristan Coudriet - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

Bellevue, WA Branch Office - UBS Financial Services Inc.

225 108th NE
Suite 800

Bellevue, WA 98004
425-451-2300

Edward Jones - Financial Advisor: Amanda R Gross, AAMS¿

22125 SE 237th Street
Suite 104

Maple Valley, WA 98038
425-413-0882

Edward Jones - Financial Advisor: Shane B Klingenstein

18209 Sr 410 E
Ste 302

Bonney Lake, WA 98391
253-862-9047

Edward Jones - Financial Advisor: Joe Bilsborough, CRPC®

1580 NW Gilman Blvd
Suite 6

Issaquah, WA 98027
425-394-0396

Edward Jones - Financial Advisor: Mark K Kafentzis, AAMS¿

774 Main Street

Buckley, WA 98321
360-829-1587

Edward Jones - Financial Advisor: JR Whitaker

615 E Pioneer
Suite 104

Puyallup, WA 98372
253-200-4486

Ying Yin

425-867-6590

Eugene Kubik - Ameriprise Financial Services, LLC

4407 N Division St
Ste 605

Spokane, WA 99207
509-232-0073

Richard W Cleavenger - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6083

Hugh Do

503-684-4010

Adnan I Haq - Ameriprise Financial Services, Inc.

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

Edward Jones - Financial Advisor: Lisa M Brager

720 Sleater Kinney Rd SE
Suite L

Lacey, WA 98503
360-491-2160

Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

Doug Berger - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

Russell Dyer - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
503-534-3420

Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8872

The Aviv Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

Amy M Waller - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2313

Ed Hirota - Ameriprise Financial Services, LLC

707 S Grady Way
Ste 600

Renton, WA 98057
425-207-7416

David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

John Horvath - Ameriprise Financial Services, LLC

4910 NW Camas Meadows Dr
Ste 200

Camas, WA 98607
360-883-5861

Allstate Personal Financial Representative: Nathan Salvesen

7721 Aurora Ave N

Seattle, WA 98103
206-851-9598

Allstate Personal Financial Representative: Rogelio Gonzalez

1382 SE Lund Ave
Ste 140

Port Orchard, WA 98366
956-372-9129

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

Edward Jones - Financial Advisor: Frank Ellars, AAMS¿

1633 Birchwood Ave
Suite 101

Bellingham, WA 98225
360-527-1414

Edward Jones - Financial Advisor: Vicki Fitzsimmons, AAMS¿

9901 NE 7th Avenue
Suite A102

Vancouver, WA 98685
360-573-6604

Edward Jones - Financial Advisor: Brent B Wojtanowicz, AAMS¿

3802 N 26th St

Tacoma, WA 98407
253-761-2523

Merriman Wealth Management

111 South Post Street
Suite 2250

Spokane, WA 99201
800-423-4893

Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

First Command Financial Advisor - Jae Rood

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

Edward Jones - Financial Advisor: John J Schneider, CFP®|AAMS¿

20819 72nd Ave S
Suite 130

Kent, WA 98032
253-872-2600

Edward Jones - Financial Advisor: Lance D Curry, AAMS¿

815 State Avenue
Suite B

Marysville, WA 98270
360-658-8355

G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4855

Edward Jones - Financial Advisor: Pamela A Tuite, AAMS¿

291 C Street
Suite 104

Washougal, WA 98671
360-835-2070

Edward Jones - Financial Advisor: Desiree Hajek, AAMS¿|CRPC®

18336 Aurora Ave N
Ste 101 C

Shoreline, WA 98133
206-801-7322

Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

Treasury 2 Go

206-979-5016

Blackwell Financial Services

7307 N Division St
Ste 305

Spokane, WA 99208
509-359-9788

Edward Jones - Financial Advisor: Gary L Ehret, CFP®|AAMS¿|CRPC®

4427 Wallingford Ave North

Seattle, WA 98103
206-545-9040

Edward Jones - Financial Advisor: John Call, AAMS¿

5105 200th St SW
Suite 100

Lynnwood, WA 98036
425-678-6972

The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

Allstate Personal Financial Representative: Derin Brooks

1300 N Mullan Rd
Ste 1310

Spokane Valley, WA 99206
509-934-7174

Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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

Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
206-926-5347

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

The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

Edward Jones - Financial Advisor: Aubrey K Holwegner

2301 W Nob Hill Blvd
Ste 4

Yakima, WA 98902
509-453-5936

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

Eaglecrest Financial Group - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Legacy Wealth Consulting Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2779

Brooke Fackler- Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

Fleenor - Zaro Wealth Management

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

Harbor Wealth Consulting Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

Cascade Wealth Strategies

10500 NE 8th St
Ste 1600

Bellevue, WA 98004
206-728-2400

Edward Jones - Financial Advisor: Steven D Tolonen

15301 Maple Valley Hwy
Ste 400

Renton, WA 98058
425-228-5447

Edward Jones - Financial Advisor: Noelle Bellavance

17824 First Ave S
Suite 104

Burien, WA 98148
206-214-1001

Alice Douglas - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8717

Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

John W Hulbert III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7007

Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

Joseph Silva - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1794

Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
206-315-6256

Brian Swearingen - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0179

The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

First Command Financial Advisor - Chris McCulloch

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

The Hartman Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

First Command Financial Advisor - Andrew Dobbs

665 SE Pioneer Way
Suite 6

Oak Harbor, WA 98277
360-692-0277

Jan Gerards - Ameriprise Financial Services, LLC

104 S Freya St
Ste 126

Spokane, WA 99202
509-324-4266

Empower Wealth Strategies & Insurance Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

Capitol Hill Wealth Management - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

Bill Eldridge - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

Steven Fox - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Thomas Baker - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

American Senior Resources

1624 Broadway

Everett, WA 98201
425-512-8000

David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2471

Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

Michael Norton - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2345

Terry Davis - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1780

Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

Jim Holroyd, CFP(R)

253-921-5754

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

The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3477

Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

Daniel Spanski-Dreffin, Investment Advisor Representative

908 SE 98th Ave

Vancouver, WA 98664
360-219-7918

Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2775

Edward Jones - Financial Advisor: Vicki L Blunt

4305 NE Thurston Way

Vancouver, WA 98662
360-253-5774

Kathleen Cummins - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
206-344-2422

Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

Kevin P West - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-4995

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

Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

Noble Wealth Management

3304 N. Bent Road

Kennewick, WA 99338
509-735-9000

Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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

Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
425-467-2216

John F Kelly Jr - Ameriprise Financial Services, Inc.

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5256

NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

Watson Financial Services, Inc.

400 S Jefferson St.
Ste 416

Spokane, WA 99204
509-456-6461

Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

Zetlmaier Wealth Management

1420 5th Ave
Suite 2200

Seattle, WA 98101
206-676-6141

Todd Swan - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-882-7488

Kirk Neamen - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-420-8803

Heritage Wealth Advisors - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

Tara Kinsella - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0634

The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

Kathleen Weber - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0644

Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3101

Michael F Marohn - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2222

Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

Marvin McKenzie - Ameriprise Financial Services, LLC

6601 W Deschutes Ave
Ste E

Kennewick, WA 99336
509-737-1690

Lixin Cui

2330 130th Ave NE
Building C Suite 103

Bellevue, WA 98005
425-867-6590

Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-751-4202

Andrew Gregor - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-3781

Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

Kirk Tambara - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5493

Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

Peter Ross Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

Shane Weisman - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5494

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

Edward Jones - Financial Advisor: Elwis Johnson Jr, AAMS¿

5501 75th St W
Suite 100

Lakewood, WA 98499
253-473-1327

Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

Michael A Hart - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9966

Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

David B Richardson - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-453-3506

Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-281-7250

Chris Wille - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

Edward Jones - Financial Advisor: Seth T Nilson

7104 265th Street NW
Suite 100

Stanwood, WA 98292
360-629-5487

Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

Edward Jones - Financial Advisor: Calvin Christensen

3100 NW Bucklin Hill Rd
Ste 115

Silverdale, WA 98383
360-698-6092

Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

Edward Jones - Financial Advisor: Joshua E Moore

3727 California Ave SW 1D

Seattle, WA 98116
206-937-9613

Edward Jones - Financial Advisor: Matt Nichols, AAMS¿|CRPC®

403 South 1st Street

Mount Vernon, WA 98273
360-336-6664

Edward Jones - Financial Advisor: Karley Schluter

1912 201st Place SE
Suite 200

Bothell, WA 98012
425-424-2431

Heidi Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Dave Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-906-9835

Edward Jones - Financial Advisor: Bruce L Hansen, AAMS¿

1539 NW Louisiana

Chehalis, WA 98532
360-748-6359

Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

Klaudia Anna Conradt - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3957

Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

The Latitude 48 Group - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Edward Anthony Conti - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

Edward Jones - Financial Advisor: John D Leick

11747 NE 1st Street
Suite 101

Bellevue, WA 98005
425-452-8930

Edward Jones - Financial Advisor: Donavan J Welch

6319 N Maple

Spokane, WA 99208
509-328-6785

Edward Jones - Financial Advisor: Micah K Blair, CFP®|AAMS¿

621 B NW Richmond Beach Road

Shoreline, WA 98177
206-542-4930

Erin Scannell - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Briana Blocker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5530

Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5835

Scott Loughney - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
360-573-3346

Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

Edward Jones - Financial Advisor: Dustin Hocking

9805 224th Street East
Ste C

Graham, WA 98338
253-846-1566

Brian McCann - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8228

Edward Jones - Financial Advisor: Brenna K Casey, CRPC®

10031 WA-532
Ste A

Stanwood, WA 98292
360-629-0177

The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Edward Jones - Financial Advisor: David R Rice

150 Nickerson St
Suite 102

Seattle, WA 98109
206-285-0072

Edward Jones - Financial Advisor: Taylor Murrey

1215 A St NE

Auburn, WA 98002
253-833-9975

Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

Edward Jones - Financial Advisor: Nick Lemiere, CFP®

1332 Vandercook Way

Longview, WA 98632
360-425-0037

Edward Jones - Financial Advisor: Jania L Watkins, AAMS¿|CRPC®

22 Tacoma Avenue North

Tacoma, WA 98403
253-627-1997

Crosby Wealth Advisors - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

Bim Prince - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Edward Jones - Financial Advisor: River Powers

380 SE Pioneer Way
Suite 102

Oak Harbor, WA 98277
360-720-2236

Kevin Nanthrup - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

AGP Wealth Advisors - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

Edward Jones - Financial Advisor: Dan Rodgers, AAMS¿

237 N Chelan Ave

Wenatchee, WA 98801
509-662-4491

Edward Jones - Financial Advisor: Bryant Pae

11747 NE 1st St
Ste 320

Bellevue, WA 98005
425-223-5270

Paulson Financial Services LLC

360-738-6968

Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

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

Darlene Poch - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-503-4331

Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

Daniel Jiyamapa - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

Steven Jennings - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

Elizabeth Peterson - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7583

Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

Edward Jones - Financial Advisor: Deana Hale

17887 Redmond Way
Ste 125

Redmond, WA 98052
425-861-0870

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

Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

Mark D Baldwin - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2324

Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

Edward Jones - Financial Advisor: Kathleen S Wilmes

3904 Terrace Heights Dr
Suite B

Yakima, WA 98901
509-452-2895

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

Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

Ryan Harrigan - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9963

LPL Financial - Melton Capital Management

9725 Southeast 36th Street
Suite 303

Mercer Island, WA 98040
206-832-1658