| Jared P. O'Neal - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx9 |
acc**********@m************.com |
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| Key Private Bank |
1101 Pacific Ave Fl 2nd, Tacoma, WA 98402 |
|
25330xxxx4 |
abe***********@k**.com |
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| Dobler Management Company |
5412 S Steele St, Tacoma, WA 98409 |
|
25347xxxx5 |
aja@d***************.com |
1 |
2 |
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| Mickelson Wealth Management |
2518 Bridgeport Way W, University Place, WA 98466 |
|
25356xxxx8 |
c18*****************************@s*****.wixpress |
5 |
3 |
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| Behm Financial ~ Ken Behm ~ Financial Planning For Educators & Administrators |
4424 6th Ave #1A, Tacoma, WA 98406 |
|
25364xxxx7 |
ken@b************.com |
5 |
1 |
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| Commencement Financial Planning, LLC |
6521 Flanegan Rd W, Lakewood, WA 98499 |
|
25382xxxx2 |
jls@c*********.com |
4.8 |
23 |
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| Seneschal Family Office |
2323 N 30th St #200, Tacoma, WA 98403 |
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25346xxxx0 |
inf*@s********************.com |
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25 |
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| Northern Lights Capital Group |
2323 N 30th St UNIT 201, Tacoma, WA 98403 |
|
25323xxxx7 |
and*@n***.com |
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| Jason Ledesma - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
ang**********@a***.com |
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| North Financial Inc |
4103 Bridgeport Way W STE C, University Place, WA 98466 |
|
25346xxxx1 |
fre*@n****************.com |
4.1 |
7 |
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| Charles Schwab |
1148 Broadway UNIT 110, Tacoma, WA 98402 |
|
25338xxxx6 |
app*******************@s*****.com |
3.2 |
21 |
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| Thomas Baker - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
dns*****@a***.com |
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| Soundview Financial Group, Inc. |
3643 N Pearl St, Tacoma, WA 98407 |
|
25329xxxx5 |
jos*@s**********.com |
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| U.S. Bancorp Investments - Financial Advisors: Tacoma |
9310 Bridgeport Way SW, Tacoma, WA 98335 |
|
25385xxxx8 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Steve Carpmail - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25362xxxx6 |
chr*************@a***.com |
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| The Golden Stone Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25387xxxx8 |
ade***********@m************.com |
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| Fine Line Marketing |
1142 Broadway Suite 120, Tacoma, WA 98402 |
|
25330xxxx9 |
hr@f*******************.com |
4.9 |
126 |
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| Merrill Lynch Financial Advisor Tammy Cole |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx9 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Jania L Watkins, CFP®|AAMS™|CRPC™ |
22 N Tacoma Ave, Tacoma, WA 98403 |
|
25362xxxx7 |
a.j*********@e**********.com |
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100 |
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102 |
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| Eaglecrest Financial Group - Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
ang**********@a***.com |
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| Westgate Capital Consultants, LLC |
3560 Bridgeport Way W Suite 3G, University Place, WA 98466 |
|
25375xxxx0 |
adv****@w**************.com |
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| Maclean Wealth Planning |
1201 Pacific Ave #600, Tacoma, WA 98402 |
|
25350xxxx1 |
chi***@m********************.com |
5 |
2 |
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| Financial Insights Wealth Management |
1551 Broadway 6th Floor, Tacoma, WA 98402 |
|
25362xxxx0 |
ali@f****************.com |
5 |
2 |
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439 |
231 |
453 |
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| Cheryl Rumbolz - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25362xxxx2 |
che***********@a***.com |
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| Chelsey Tabion - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx8 |
acc**********@m************.com |
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| Gig Harbor Financial Services |
4423 Point Fosdick Dr, Gig Harbor, WA 98335 |
|
25385xxxx5 |
bri**@g*************************.com |
5.02 |
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| Edward Jones - Financial Advisor: Remington A Scovel, AAMS™ |
5005 Center St ste g, Tacoma, WA 98409 |
|
25356xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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| Bowen Scott - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25362xxxx0 |
bow********@a***.com |
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| O’Neal McGonigal Morley Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx7 |
acc**********@m************.com |
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| Stifel |
909 A St Suite 800, Tacoma, WA 98402 |
|
25334xxxx7 |
3d@s*****.com |
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4761 |
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5200 |
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| Columbia Wealth Advisors - Raymond James |
1301 A Street, Suite 800, Tacoma, WA 98402 |
|
87730xxxx6 |
aar************@r***********.com |
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17485 |
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18000 |
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| Trenton Rohm-morgan Stanley |
1301 A St Ste 300, Tacoma, WA 98402 |
|
25359xxxx5 |
acc**********@m************.com |
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| Anderson Business Advisors |
732 Broadway STE 201, Tacoma, WA 98402 |
|
80070xxxx1 |
aag*********@a***************.com |
3.4 |
10 |
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4.7 |
643 |
27464 |
313 |
34000 |
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| Shelgren Financial Group |
5350 Orchard St W Suite 200, University Place, WA 98467 |
|
25347xxxx6 |
adm**@s****************.com |
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| Mary Denise McGonigal - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Michael P Batt |
6450 Tacoma Mall Blvd Suite 2A, Tacoma, WA 98409 |
|
25347xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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87502 |
|
100000 |
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| Abraham & Co., Inc. |
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25385xxxx6 |
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5 |
7 |
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| Great West Management Group |
3516 S 47th St Suite #205, Tacoma, WA 98409 |
|
25353xxxx4 |
sup****@g*******.com |
3 |
33 |
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| Merrill Lynch Financial Advisor Susan C Swope |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
88834xxxx7 |
ale******@m*.com |
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| Penny Lane Financial |
1804 W Union Ave #202, Tacoma, WA 98405 |
|
25332xxxx7 |
baf*****************************@s*****.wixpress |
4.6 |
17 |
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4.4 |
6 |
282 |
|
290 |
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| Tiegs Property Services |
917 Pacific Ave Suite 307, Tacoma, WA 98402 |
|
25384xxxx7 |
con****@p*************.org |
5 |
1 |
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| CLA (CliftonLarsonAllen) |
1145 Broadway # 1300, Tacoma, WA 98402 |
|
25327xxxx5 |
aar********@c*********.com |
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|
5241 |
|
5700 |
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| Beacon Northwest Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
acc**********@m************.com |
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| Christopher Mullen - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx3 |
acc**********@m************.com |
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| Mickelson & Co |
2518 Bridgeport Way W, University Place, WA 98466 |
|
25356xxxx6 |
|
5 |
4 |
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| Edward Jones Investments |
Tacoma, WA 98418 |
|
|
a.j*********@e**********.com |
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|
86761 |
|
98000 |
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| Merrill Lynch Wealth Management |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx1 |
bro*********@m*.com |
2.8 |
5 |
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| Next Level Consultants |
1121 A St, Tacoma, WA 98402 |
|
72030xxxx1 |
adm**@n*****************.com |
5 |
58 |
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5 |
19 |
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|
400 |
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| Spectrum Pension Consultants, Inc. |
6402 19th St W, Tacoma, WA 98466 |
|
25356xxxx0 |
ika****@s************.com |
4 |
21 |
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| Madrona Financial |
1201 Pacific Ave #600, Tacoma, WA 98402 |
|
84462xxxx2 |
and****@m***************.com |
2 |
1 |
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| FLS Financial Group, LLC |
2302 S Union Ave Ste C29, Tacoma, WA 98405 |
|
25325xxxx0 |
con****@f****************.com |
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| Edward Jones - Financial Advisor: Elizabeth A Botts |
3813 6th Ave, Tacoma, WA 98406 |
|
25376xxxx1 |
|
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| Summit Wealth Management |
3010 Harborview Dr # 301, Gig Harbor, WA 98335 |
|
25385xxxx4 |
ed@s**********.com |
5 |
4 |
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|
87 |
42 |
92 |
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| TIAA Financial Services |
1201 Pacific Ave Suite 648, Tacoma, WA 98402 |
|
86692xxxx1 |
acc******************@t***.org |
|
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|
90984 |
517 |
91000 |
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| Warren Child - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx5 |
abc*******@u**.com |
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| Paula OConnor - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx0 |
wms**********@r**.com |
|
|
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|
|
14788 |
|
16000 |
|
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| Private Bank, Bank of America |
1201 Pacific Ave, Tacoma, WA 98402 |
|
25331xxxx0 |
ban**********@e****.bankofamerica |
2 |
4 |
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| DecisionPoint Financial |
5727 Baker Way NW #107, Gig Harbor, WA 98332 |
|
25388xxxx3 |
ani**@d*********.com |
5 |
10 |
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| David Cook - Branch Manager, Ameriprise Financial Services, LLC |
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 |
|
25376xxxx7 |
car************@a***.com |
4.2 |
5 |
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173 |
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| Ostlund Wealth Group LLC |
4115 Bridgeport Way W Suite D, University Place, WA 98466 |
|
25356xxxx6 |
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5 |
1 |
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| Briarwood Financial |
3206 50th St Ct Suite 101-E, Gig Harbor, WA 98335 |
|
36044xxxx3 |
inf*@b**********.com |
5 |
62 |
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| Northwest Advisor Group |
10209 Bridgeport Way SW d10, Tacoma, WA 98499 |
|
25358xxxx4 |
abc**@p*********.com |
5 |
2 |
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| Bulwark Capital Management |
1001 S Yakima Ave, Tacoma, WA 98405 |
|
25350xxxx5 |
ale***@b*****************.com |
4.3 |
7 |
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154 |
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168 |
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| Ryan Harrigan - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25387xxxx3 |
ade***********@m************.com |
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| Sound Financial Investments Inc |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
25323xxxx3 |
eri*@s*****.com |
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| Harbor Wealth Management |
5801 Soundview Dr #250, Gig Harbor, WA 98335 |
|
25385xxxx4 |
d.w******@h*********************.com |
5 |
1 |
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| Ark Wealth Management - Ameriprise Financial Services, LLC |
2323 N 30th St, Ste 100, Tacoma, WA 98403 |
|
25330xxxx7 |
ark****************@a***.com |
5 |
2 |
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| RCM Wealth Management |
3318 Bridgeport Way W B, University Place, WA 98466 |
|
25339xxxx2 |
inf*@r******************.com |
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| Love My Space |
5413 S Tacoma Way, Tacoma, WA 98409 |
|
25321xxxx3 |
hel**@l************.com |
3.7 |
27 |
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9308 |
1219 |
9800 |
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| Edward Jones - Financial Advisor: Jeff Allen |
2915 McCarver St Suite 101, Tacoma, WA 98403 |
|
25357xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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87502 |
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100000 |
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| Merrill Lynch Financial Advisor Matthew D Weber |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx6 |
ban********************@m*.com |
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| JB Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
25375xxxx3 |
dns*****@a***.com |
5 |
1 |
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| Per Bakken - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx8 |
acc**********@m************.com |
1.01 |
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| TriFound |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
80072xxxx7 |
ape**@t*******.com |
1 |
1 |
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| Puget Sound Financial Strategies |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
25323xxxx3 |
eri*@p************.com |
4.6 |
11 |
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| Black Bishop Financial Group |
5243 S Tacoma Way Suite I, Tacoma, WA 98409 |
|
25336xxxx2 |
|
5 |
1 |
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| New York Life Insurance |
1201 Pacific Ave #1600, Tacoma, WA 98402 |
|
25359xxxx0 |
a.-*****************@n**********.com |
4.2 |
5 |
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15 |
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16 |
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| Edward Jones - Financial Advisor: Adam A Gulley |
11114 Pacific Ave S Ste D, Tacoma, WA 98444 |
|
25353xxxx2 |
a.j*********@e**********.com |
4.5 |
2 |
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87502 |
|
100000 |
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| Accelerate Wealth CPAs |
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|
80050xxxx7 |
inf*@a*******************.com |
5 |
3 |
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57 |
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| First Command |
8820 59th Ave SW Suite 200, Lakewood, WA 98499 |
|
25358xxxx9 |
abe***@f***********.com |
4 |
4 |
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7355 |
212 |
7600 |
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| Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS™|ADPA™ |
3560 Bridgeport Way W Ste 3-C, University Place, WA 98466 |
|
25356xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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44 |
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46 |
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| Capital Management Advisors |
738 Broadway Suite #301, Tacoma, WA 98402 |
|
25330xxxx4 |
cma@c*******.com |
3.2 |
43 |
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| Cornerstone Financial Strategies |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
25375xxxx3 |
bra********@a***.com |
5 |
2 |
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141 |
22 |
140 |
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| UBS Financial Services Inc. |
1145 Broadway Suite 1400, Tacoma, WA 98402 |
|
25327xxxx1 |
3d@l****.ubs |
3 |
4 |
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| Mickey Portnoy - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx0 |
abc*******@u**.com |
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| Principal Financial Group |
4301 S Pine St Suite 30-10, Tacoma, WA 98409 |
|
36079xxxx4 |
a.s****@p********.com |
4.8 |
5 |
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|
68205 |
254 |
70000 |
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| Moss Adams |
1301 A St #600, Tacoma, WA 98402 |
|
25357xxxx0 |
aar************@m********.com |
2.3 |
3 |
|
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4.7 |
33 |
2706 |
|
2700 |
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| Dobler Management Company |
3012 S 47th St, Tacoma, WA 98409 |
|
25347xxxx5 |
aja@d***************.com |
2.1 |
133 |
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| Russell Kurt Darneille - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Law Offices Of David Smith |
201 St Helens Ave Suite #205, Tacoma, WA 98402 |
|
25327xxxx7 |
con****@d************.com |
4.5 |
51 |
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| Johnson Wealth Advisors |
7403 Lakewood Dr W #5, Lakewood, WA 98499 |
|
25335xxxx2 |
ang***@j********************.com |
5 |
2 |
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| Thomas Janicki - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
dns*****@a***.com |
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| Bright Road Wealth Management, LLC |
1102 A St, Tacoma, WA 98402 |
|
25361xxxx5 |
bri**@b***************.com |
|
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133 |
|
148 |
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| Edward Jones - Financial Advisor: Lance Rieland, AAMS™|CRPC™ |
5020 Main St Suite C, Tacoma, WA 98407 |
|
25375xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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107 |
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| Kimball Creek Partners |
917 Pacific Ave # 407, Tacoma, WA 98402 |
|
80049xxxx5 |
adm**@k*******************.com |
5 |
1 |
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508 |
|
501 |
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| Financial Advisory Partners |
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|
25388xxxx5 |
ann********@f**********.com |
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| Soundview Group - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx3 |
abc*******@u**.com |
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| Garth Conner - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx7 |
gar*********@r**.com |
5 |
1 |
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| Arrowroot Family Office |
950 Broadway Suite M100, Tacoma, WA 98402 |
|
25385xxxx7 |
dan***@a********************.com |
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| Raymond James Financial Services |
1919 N Pearl St, Tacoma, WA 98406 |
|
25387xxxx6 |
aar************@r***********.com |
|
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|
17485 |
|
18000 |
|
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| Northwestern Mutual |
1201 Pacific Ave Suite 500, Tacoma, WA 98402 |
|
25397xxxx8 |
|
3 |
2 |
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| Spinnaker Property Management |
2115 S 56th St Suite 308, Tacoma, WA 98409 |
|
25383xxxx0 |
adm**@s**********.com |
4 |
159 |
|
|
3.7 |
8 |
851 |
22 |
948 |
|
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|
| Edward Jones - Financial Advisor: Cynthia Crest |
2915 N McCarver St, Ste 101, Tacoma, WA 98403 |
|
25357xxxx7 |
a.j*********@e**********.com |
|
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72 |
|
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5 |
1 |
| Wells Fargo Private Client Services |
1201 Pacific Ave #1100, Tacoma, WA 98402 |
|
25359xxxx9 |
aar**********@w*********.com |
5 |
1 |
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|
155009 |
|
11 |
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| Cascade View Wealth Management - Ameriprise Financial Services, LLC |
1201 Pacific Ave, Ste 1250, Tacoma, WA 98402 |
|
25375xxxx0 |
cas************************@a***.com |
|
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151 |
|
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|
| Portfolio Strategies, Inc. |
1724 W Union Ave # 200, Tacoma, WA 98405 |
|
25338xxxx6 |
cha****@p********.com |
4 |
2 |
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|
| Stolz and Associates, PS |
3102 Ruston Way a, Tacoma, WA 98402 |
|
25327xxxx1 |
and*@s*********.com |
|
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|
259 |
7 |
285 |
|
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| Gould Capital |
2323 N 31st St STE 100, Tacoma, WA 98403 |
|
25327xxxx8 |
cha**********@g***********.net |
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|
| Merrill Lynch Financial Advisor John P Power |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx1 |
ban********************@m*.com |
|
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| CB Financial Services |
1301 A St #800, Tacoma, WA 98402 |
|
25330xxxx0 |
|
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|
| Peter R Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25375xxxx0 |
dns*****@a***.com |
|
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| Edward Jones - Financial Advisor: Cynthia Crest |
|
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| BNY Mellon Asset Servicing |
1313 Broadway, Tacoma, WA 98402 |
|
25339xxxx0 |
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4 |
1 |
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| Merit Financial Advisors, LLC |
1919 N Pearl St B-2, Tacoma, WA 98406 |
|
25327xxxx8 |
ada*@m*********************.com |
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| intellicents |
6402 19th St W, Tacoma, WA 98466 |
|
25359xxxx4 |
abb*********@i***********.com |
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| Operation: Red Dot |
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25330xxxx0 |
acc**********@i**************.com |
4.7 |
50 |
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549 |
211 |
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| Edward Jones - Financial Advisor: Tim Scheuffele, CFP® |
6720 East Side Dr NE Suite 1, Browns Point, WA 98422 |
|
25394xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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86761 |
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98000 |
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| Keyrenter Property Management Tacoma |
2367 Tacoma Ave S #C222, Tacoma, WA 98402 |
|
25344xxxx0 |
inf*@k**************.com |
5 |
73 |
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101 |
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117 |
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| Richard Devlin - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25376xxxx6 |
dns*****@a***.com |
5 |
1 |
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| Alamo Capital |
2110 N Steele St, Tacoma, WA 98406 |
|
25388xxxx0 |
aag******@a***********.com |
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949 |
24 |
975 |
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| Bank of America (Lobby Service Only) |
4002 Tacoma Mall Blvd, Tacoma, WA 98409 |
|
25330xxxx5 |
ban**********@e****.bankofamerica |
2.4 |
67 |
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862789 |
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| Chris McCulloch - Financial Advisor, Ameriprise Financial Services, LLC |
2323 N 30th St #100, Tacoma, WA 98403 |
|
25331xxxx7 |
dns*****@a***.com |
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| ACU Financial Services |
6310 Mt Tacoma Dr SW, Lakewood, WA 98499 |
|
25391xxxx9 |
deu*****@c*************.com |
3.7 |
3 |
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| Edgewater Wealth Management |
2115 N 30th St #102, Tacoma, WA 98403 |
|
25324xxxx0 |
ade********@n*.com |
5 |
1 |
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| Wells Fargo Advisors |
1201 Pacific Ave #1100, Tacoma, WA 98402 |
|
25327xxxx0 |
and**********@w*****************.com |
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188262 |
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189000 |
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| Edward Jones - Financial Advisor: Molly A Axworthy, CFP® |
6720 East Side Dr NE Suite 1, Browns Point, WA 98422 |
|
25394xxxx6 |
a.j*********@e**********.com |
5 |
2 |
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96 |
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103 |
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| New York Life Insurance |
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20195xxxx6 |
jan*@n********.com |
5 |
6 |
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| Wilson Albers |
1201 Pacific Ave Ste 2025, Tacoma, WA 98402 |
|
25327xxxx1 |
abb**@a*******.com |
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| Stephen Rouner - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25350xxxx3 |
dns*****@a***.com |
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| U.S. Bancorp Investments - Financial Advisors: Tacoma |
3916 N 26th St, Tacoma, WA 98407 |
|
25375xxxx7 |
aar************@u*****.com |
4 |
1 |
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345318 |
5429 |
348000 |
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| Bright Road Wealth Management, LLC |
1102 A St Suite 300 #35, Tacoma, WA 98402 |
|
25361xxxx5 |
bri**@b***************.com |
3.7 |
3 |
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133 |
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148 |
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| Private Wealth Management | U.S. Bank |
1501 Commerce St, Tacoma, WA 98402 |
|
25339xxxx3 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Financial Insights Wealth Management |
1551 Broadway, Tacoma, WA 98402 |
|
25362xxxx0 |
ali@f****************.com |
5 |
2 |
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439 |
231 |
453 |
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| Perry Menard - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx9 |
abc*******@u**.com |
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| Cannon Wealth Management, LLC |
505 S. 336th Street Fountain Plaza, Suite 320, Federal Way, WA 98003 |
|
25394xxxx0 |
can***@c***********.com |
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| Kevin Tefft - Ameriprise Financial Services, LLC |
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 |
|
25376xxxx9 |
car************@a***.com |
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| Morgan Stanley Financial Advisors |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
|
4.3 |
3 |
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| Senior Retirement Advisors |
4301 S Pine St Suite 628, Tacoma, WA 98409 |
|
25356xxxx1 |
jan**@s**********************.com |
3 |
4 |
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| Edward Jones - Financial Advisor: Eugene J Brown, CFP®|AAMS™|CRPC™|CRPS™ |
3713 Pacific Ave, Ste D, Tacoma, WA 98418 |
|
25347xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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87502 |
|
100000 |
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| Merrill Lynch Financial Advisor Jonathan Jepsen |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx7 |
ari*********@m*.com |
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| Columbia River Advisors |
2115 N 30th St #102, Tacoma, WA 98403 |
|
25358xxxx1 |
6d1*************************************@w*****************.com |
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| The Quantum Group - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25329xxxx1 |
abc*******@u**.com |
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| Conner Wealth Management Group |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx7 |
wms**********@r**.com |
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14788 |
|
16000 |
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| THEORY (Real Estate, Construction, Property Management, Investments) |
5413 S Tacoma Way, Tacoma, WA 98409 |
|
25353xxxx3 |
ala*@t*******.com |
4.5 |
77 |
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| D Chris Zocco, CFP® - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx3 |
abc*******@u**.com |
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| Elizabeth Peterson - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx3 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Eric Zawilski |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx5 |
ban********************@m*.com |
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| Wes Niblack - Financial Advisor, Ameriprise Financial Services, LLC |
2323 N 30th St #100, Tacoma, WA 98403 |
|
25331xxxx7 |
ark****************@a***.com |
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| Edward Jones - Financial Advisor: Melissa Newell, AAMS™|CRPC™ |
7424 Bridgeport Way W #102, Lakewood, WA 98499 |
|
25375xxxx8 |
a.j*********@e**********.com |
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86761 |
|
98000 |
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| Edward Jones - Financial Advisor: Matthew Jensen |
5020 Main St Suite D, Tacoma, WA 98407 |
|
25353xxxx4 |
a.j*********@e**********.com |
5 |
2 |
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86761 |
|
98000 |
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| Vinoble Group - Group Benefits Division |
1944 Pacific Ave Suite 204, Tacoma, WA 98402 |
|
25351xxxx8 |
bxx******@v***********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Christopher S Fuson |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx4 |
ban********************@m*.com |
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| Quang Bui - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx0 |
abc*******@u**.com |
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| Utopia Property Management | Tacoma, WA |
1201 Pacific Ave #600, Tacoma, WA 98402 |
|
25322xxxx9 |
aar**@u***************.com |
4.7 |
12 |
|
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|
6531 |
104 |
6500 |
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| Morgan Stanley Financial Advisors |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx1 |
ade***********@m************.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Luke S Hawkins |
5020 Main St Suite C, Tacoma, WA 98407 |
|
25326xxxx3 |
a.j*********@e**********.com |
|
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|
172 |
|
175 |
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| slusser financial |
1201 Pacific Ave, Tacoma, WA 98402 |
|
25334xxxx3 |
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| Leverage Planners - Tacoma |
1201 Pacific Ave, Sixth Floor Suite, Tacoma, WA 98402 |
|
42522xxxx0 |
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| RBC Wealth Management Branch - Tacoma |
1201 Pacific Avenue, Suite 1500, Tacoma, WA 98402 |
|
25327xxxx0 |
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| Merrill Lynch Financial Advisor Cody J Scriver |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx9 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Douglas M Olmstead |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx2 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Brent B Wojtanowicz, AAMS™ |
3802 N 26th St, Tacoma, WA 98407 |
|
25376xxxx3 |
a.j*********@e**********.com |
|
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|
1100 |
|
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| Thomas Wenzel - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx4 |
wms**********@r**.com |
|
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|
14788 |
|
16000 |
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