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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

425-250-6280

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

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

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103

206-228-9671

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

Leslie J Norton - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

Seattle's Mortgage Broker - Joe Tafolla

506 2nd Ave
Suite 1400

Seattle, WA 98104
206-251-0818

Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

Susannah Vetsch - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2311

BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

Scott Davis - Ameriprise Financial Services, LLC

152 3rd Ave S
Ste 103A

Edmonds, WA 98020
425-245-8083

5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

Chelsea Brogan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1994

ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

Joey R Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

Thomas Baker - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

Vincent La Cava - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-453-7188

John Horvath - Ameriprise Financial Services, LLC

4910 NW Camas Meadows Dr
Ste 200

Camas, WA 98607
360-883-5861

Darrell Douglas - Ameriprise Financial Services, LLC

7100 Fort Dent Way
Ste 240

Tukwila, WA 98188
206-838-6240

Schade Fielder Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2344

Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

Kevin Nanthrup - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

The Painted Rocks Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2303

Rich Millet - Ameriprise Financial Services, LLC

3804 Kern Way
Ste B

Yakima, WA 98902
509-452-7920

Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

Brad Pratt and Mark Hassel - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

Everett, WA Branch Office - UBS Financial Services Inc.

1604 Hewitt Avenue
Suite 601

Everett, WA 98201
425-349-0464

Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

Erik Carlson - Ameriprise Financial Services, LLC

401 Olympia Ave NE
Ste 337

Renton, WA 98056
206-569-0143

Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

Capstone Wealth Management - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2340

Dennis Zocco, CFP, CTFA - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3953

Warren Child - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3975

Three Keys Wealth Management - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

Eric Carter

206-268-5530

AGP Wealth Advisors - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

Hye Kim

425-679-6369

Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

William "Billy" Lang - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6082

The Nelson Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8723

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

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

Walters Doney Printz Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Jeffrey Mushen - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8636

Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

YogaSix

22526 SE 4th St.
Suite B

Sammamish, WA 98074
425-217-1989

Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

Jan Gerards - Ameriprise Financial Services, LLC

104 S Freya St
Ste 126

Spokane, WA 99202
509-324-4266

Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

Bruce B. Trang - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7981

Steve Nowland - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8226

Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

The Bohoskey Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

Capitol Hill Wealth Management - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

The Latitude 48 Group - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

Bellevue, WA Branch Office - UBS Financial Services Inc.

225 108th NE
Suite 800

Bellevue, WA 98004
425-451-2300

Luvo Wealth Advisors - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

Blackwell Financial Services

7307 N Division St
Ste 305

Spokane, WA 99208
509-359-9788

Treasury 2 Go

206-979-5016

Asset Care & Preservation Services

2018 Caton Way SW

Olympia, WA 98502
360-878-8065

Len Hansen - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

Rob Johnson Financial

335 E. Blackburn Road

Mount Vernon, WA 98273
360-428-8080

American Senior Resources

1624 Broadway

Everett, WA 98201
425-512-8000

Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

Addeson Moh - Ameriprise Financial Services, LLC

4910 NW Camas Meadows Dr
Ste 200

Camas, WA 98607
360-883-5861

Benjamin T. Willey III - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4416

Empower Financial Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

David Metz - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
425-460-9025

Edward Jones - Financial Advisor: Michael P Grosso

11114 Pacific Ave S
Ste D

Tacoma, WA 98444
253-531-4152

Edward Jones - Financial Advisor: Jake Ronish

205 Madison Ave

Kent, WA 98032
253-850-1241

Jason Johnson - Ameriprise Financial Services, LLC

906 W 2nd Ave
Ste 500

Spokane, WA 99201
509-466-9811

Merriman Wealth Management

111 South Post Street
Suite 2250

Spokane, WA 99201
800-423-4893

Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-550-6232

Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

Devlin Carothers - Ameriprise Financial Services, LLC

15609 SE Mill Plain Blvd
Ste 100

Vancouver, WA 98684
503-546-2243

Brooke Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
425-637-7809

Justin Von Gortler - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0662

Northwest Financial & Tax Solutions, Inc.

12405 SE 2nd Cir

Vancouver, WA 98684
360-828-1469

Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

Latitude Wealth Management LLC

7117 W Hood Place
Suite 120

Kennewick, WA 99336
509-628-2291

Soundview Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3953

KE & Associates

13020 Northeast 73rd Street

Kirkland, WA 98033
206-729-0795

Jason DeMarre - Voya Financial Advisors, Inc.

1201 3rd Ave.
Suite 2200

Seattle, WA 98101
425-495-2936

Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
206-315-6256

Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

Roger Kinder - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

Peter Taafe - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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

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

Investors Portfolio Services

2832 S Meridian
Suite 201

Puyallup, WA 98373
253-770-8118

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

Wilsons Leather

1408 Lum Road

Centralia, WA 98531
360-736-1608

Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

Jim Holroyd, CFP(R)

253-921-5754

Kincaid Financial Resources

104 S Freya St
Unit 311A

Spokane, WA 99202
509-455-6911

Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

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

Daniel Spanski-Dreffin, Investment Advisor Representative

908 SE 98th Ave

Vancouver, WA 98664
360-219-7918

Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
425-455-0501

The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

Watson Financial Services, Inc.

400 S Jefferson St.
Ste 416

Spokane, WA 99204
509-456-6461

Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

Martin Mosbacker - Ameriprise Financial Services, LLC

1816 S Lake Stevens Rd
Ste 201

Lake Stevens, WA 98258
206-236-8054

The Blackbriar Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9998

Bruce C Heiser - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2310

Rebecca Stay - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-853-5764

Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0260

Zacarias Seto

425-289-0562

Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

Dana Marie Ferrell - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

Allstate Personal Financial Representative: Stephen Skurka

7103 W Clearwater Ave
Ste E

Kennewick, WA 99336
509-735-2948

Marc Georgeadis - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0464

Allstate Personal Financial Representative: Michael Segall

3430 NE 45th St
Ste 102

Seattle, WA 98105
206-650-8548

Allstate Personal Financial Representative: Ruth Boschma

1711 E College Way
Ste B

Mount Vernon, WA 98273
360-755-3249

Kathy M Pearson - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-7733

Per Bakken - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6088

Heather Faverman - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1224

Dmitry Machutes

360-350-0891

Kristin Hanneman - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7996

Sheri Anne Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

Bi Wu

425-289-0562

Adrian T Crofts - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2220

The Truebenbach and Glover Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5046

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

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0622

Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

Allstate Personal Financial Representative: James Hammer

101 Morton Rd

Winlock, WA 98596
360-262-4555

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

NRSmith And Associates, PS

2120 Caton Way Southwest

Olympia, WA 98502
360-754-9475

Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

Guy Clements - Ameriprise Financial Services, LLC

300 S 1st St
Ste B

Mount Vernon, WA 98273
360-336-3196

Emily Bahr

900 Southwest 16th Street
Suite 110

Renton, WA 98057
206-204-3066

Edward Jones - Financial Advisor: Mike Robinson

1212 N Washington
#130

Spokane, WA 99201
509-325-6376

Allstate Personal Financial Representative: Daniel Winter

830 N 10th St

Renton, WA 98057
425-396-0340

Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

Hemingson Barber Financial Group - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2555

Edward Jones - Financial Advisor: Larissa J Sklar

33301 1st Way S
Suite C-100

Federal Way, WA 98003
253-252-2169

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

Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

James Gillingham - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3117

Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-583-2823

Lily Rodriguez

360-350-0891

The Prewitt Group - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0609

Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

Hugh Do

503-684-4010

Yingyu Counsell

425-282-1988

Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

Allstate Personal Financial Representative: Tracy Schaff

22315 7th Ave S

Des Moines, WA 98198
206-824-4110

Allstate Personal Financial Representative: Ned Jacobson

4304 6th Ave

Tacoma, WA 98406
253-353-7108

Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

Continental Investors Services, Inc.

1330 Broadway St.

Longview, WA 98632
360-423-5110

Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5807

Jules Raymond Gimbernat - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8040

The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

I.D. Financial

206-774-0262

Tod Asmussen - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2557

Bellingham, WA Branch Office - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

Financial Management, Inc.

7025 West Grandridge Boulevard
Suite B

Kennewick, WA 99336
509-735-7526

Walter Ricker III - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

Gigi L Brannan - Ameriprise Financial Services, LLC

152 3rd Ave S
Ste 103A

Edmonds, WA 98020
425-245-8083

Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

Jeffrey Meston - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-2304

Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5364

Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

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

Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

Blythe Manson - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2775

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

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

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

Demars Financial Group

104 S Freya
Suite 218

Spokane, WA 99202
509-536-9556

Spokane, WA Branch Office - UBS Financial Services Inc.

601 W Riverside Ave
Suite 1200

Spokane, WA 99201
509-744-3333

John Laurence Greene, CTFA, CIMC - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3411

The Aviator Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

J-Curve Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

Northwest Wealth Consulting Group - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

James Hawn - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8066

Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3480

Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

James Kovarik - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2765

Fortress Asset Management: Stacy Shields

6908 92nd St
Court Northwest

Gig Harbor, WA 98332
602-740-2725

Shane T Snell - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2319

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

Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

Odyssey Wealth Management

1620 Duvall Ave NE
Suite 202

Renton, WA 98059
425-226-2696

Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0177

Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

Clinton Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

Joseph Marsh - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6504

Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

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

John Rennie - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2307

Megan Westbrook - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5481

Kevin Cahoon, CRPC - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6500

Legacy Wealth Consulting Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2779

Jamie Chambers - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4752

Heidi Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
704-442-3431

David W Alderman - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0196

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

Tacoma, WA Branch Office - UBS Financial Services Inc.

1145 Broadway
Suite 1400

Tacoma, WA 98402
253-272-3371

Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

Pacific Crest Planning, Inc.

7139 West Deschutes Ave.
#101

Kennewick, WA 99336
509-735-4477

Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

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

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

Cameron Wealth Management, Inc

612 Woodland Square Loop SE
Ste 320

Lacey, WA 98503
360-528-8153

Snider Financial Group

12505 Bel Red Road
#200

Bellevue, WA 98005
425-453-7080

Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
425-467-2216

Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

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

NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

Quang Bui - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3960

Aaron Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

Bim Prince - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

Peter Ross Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

Gregory A Eliason - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

Sophia Spencer - Ameriprise Financial Services, LLC

1700 Hudson St
Ste 104

Longview, WA 98632
360-703-3664

Darlene Poch - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-503-4331

Jeffrey Johnson - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

Jeff Bloomquist - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5487

Timothy T Anderson - Ameriprise Financial Services, LLC

1140 10th St
Ste 207

Bellingham, WA 98225
360-392-2836

Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

Kenneth Schiewetz - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9957

Skye Thomas Dahl - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5509

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

Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4750

Morgan Stanley Financial Advisors

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-734-8500

Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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

David Schafer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8221

Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

Larry Garcia - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8023

Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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

Perry Menard - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3949

Kirk Tambara - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5493

Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2652

Michael Bartlett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7025

Travis J Litscher - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8212

McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

Sound Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

Michael Scott Frantz, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8517

Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

Blayne Barnhart - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 325

Bellingham, WA 98225
360-333-8258

Allstate Personal Financial Representative: Robert Faraone

113 NE Joy St

Camas, WA 98607
360-409-9604

Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

Allstate Personal Financial Representative: Scott Perkins

9908 NE Highway 99

Vancouver, WA 98686
360-608-7597

Brant O Greene - Ameriprise Financial Services, LLC

19793 Hamilton Ct NE
Ste 101

Poulsbo, WA 98370
360-697-4600

Ryan Piwowarski - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5503

Allstate Personal Financial Representative: Aaron Mesaros

619 4th St
Ste B

Mukilteo, WA 98275
206-718-7448

Stifel | Spokane

201 West North River Drive
Suite 200

Spokane, WA 99201
509-570-5722

The Manhas Wilskie Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

Douglas Kenoyer - Ameriprise Financial Services, LLC

3402 173rd Pl NE
Ste 202

Arlington, WA 98223
425-512-8853

Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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

Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

Riverside Payments

12500 Southeast 2nd Circle
# 240

Vancouver, WA 98684
866-720-0644

Marnie A Schroer - Morgan Stanley

717 W Sprague Ave
Suite 500