Business List: Wealth Management in Shoreline, WA

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Edward Jones - Financial Advisor: Harald Kohl, AAMS™|CRPC™ 339 NE Thornton Pl, Seattle, WA 98125
20652xxxx5 a.j*********@e**********.com 5 1 79072 87441
Edward Jones - Financial Advisor: Ron Kukes, CFP® 1300 Olympic View Dr, Edmonds, WA 98020
42577xxxx7 a.j*********@e**********.com 193 86773 98000
trueNorth Wealth Advisors 1200 5th Ave #1810, Seattle, WA 98101
20665xxxx4 bal***@t**********.com
Bogdanovich Wealth Management PLLC 100 2nd Ave S #310, Edmonds, WA 98020
42532xxxx3 con****@s*********.com
Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC 100 2nd Ave S Ste 140, Edmonds, WA 98020
42564xxxx3 amy********@a***.com 3.7 3
Chris Dime, CFP® - Dime & Associates 123 2nd Ave S Suite 230, Edmonds, WA 98020
20633xxxx5 dxx****@d****************.com 5 11 21
Mangan Wealth Management, Inc. 10740 Meridian Ave N # 209, Seattle, WA 98133 20644xxxx0 5 2
U.S. Bancorp Investments - Financial Advisors: Ken Pham 140 4th Ave S, Edmonds, WA 98020
42577xxxx1 aar************@u*****.com 345707 5102 348000
Trellis Advisors LLC 8804 Roosevelt Way NE, Seattle, WA 98115
20652xxxx1 aus***@h**************.com
RBC Wealth Management Branch - Pacific Northwest 1918 8th Ave Suite 3600, Seattle, WA 98101 20662xxxx0 wms**********@r**.com 14777 16000
Badgley Phelps Wealth Managers U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101
20662xxxx2 and****@b******.com 3.7 3 240 5 253
Salmon Bay Wealth Management 5708 26th Ave NW, Seattle, WA 98107
20635xxxx9 inf*@s************************.com 5 1
COLLIER Sustainable Wealth Management 1833 N 105th St, Seattle, WA 98133
20680xxxx0 joh*@c*********.com 5 1
Paul Swesey - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx8 swe**********@r**.com 4 5 4
RBC Wealth Management Branch - Seattle 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com 3.4 5 12448 13016
Northwest Asset Management Rosauer Plaza, 2835 82nd Ave SE #100, Mercer Island, WA 98040
20683xxxx0 ald*******@n******.com 5 1
Harsin Wealth Management 7231 196th St SW, Lynnwood, WA 98036
42577xxxx7 dic********@h***********.com 5.01
Rainier Wealth Management, LLC 4605 116th St SW, Mukilteo, WA 98275
42549xxxx0 cha*@r********.com 5 1
Natasha Bulpin - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
20662xxxx4 hea***********@r**.com 83 84
CRUX Wealth Advisors, LLC 533 5th Ave S, Edmonds, WA 98020
56273xxxx5 gui**@c*****************.com 131
Wealth Management Associate - U.S. Bancorp Investments: Nate Engstrom 4200 SW Edmunds St, Seattle, WA 98116
20692xxxx1 aar************@u*****.com 5.02
Edward Jones - Financial Advisor: Suzan Shayler, CFP®|ChFC® 19270 Aurora Ave N Suite 1, Shoreline, WA 98133
20654xxxx9 a.j*********@e**********.com 4 4 87480 100000
Holmqvist Wealth Management 15130 Main St #200, Mill Creek, WA 98012
42535xxxx0 aar************@r***********.com 17458 18000
Sound Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 ben*******************@u**.com
Northwest Capital Management 601 Union St #2600, Seattle, WA 98101
20670xxxx9 ant*****@n***.com 7
Chase Bank 18200 Midvale Ave N, Shoreline, WA 98133
20654xxxx1 abc*******@c****.com 3 28
Krause & Thorpe Wealth Management Team 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx9 rbc*********@r**.com 3.73 12392 14000
Integrated Wealth Management 20685xxxx6
Michelle Sternick - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 5.01 90985 518 91000
Collier Sustainable Wealth Management 1833 N 105th St Ste 101, Seattle, WA 98133
20680xxxx0 joh*@c*********.com
Allworth Financial 9706 4th Ave NE Suite 315, Seattle, WA 98115
20643xxxx7 bil***********@a****************.com 5377 47 5500
Singer Wealth Management, LLC 1406 Harvard Ave, Seattle, WA 98122
20630xxxx4 bxx********@s*********************.com 5 9 161
Emerald Wealth Management 601 Union St #2500, Seattle, WA 98101
ade********@n*.com 69 75
U.S. Bank – Wealth Management Banker: Denise Roscoe 140 4th Ave S, Edmonds, WA 98020
42577xxxx2 aar************@u*****.com 345707 5102 348000
Edward Jones - Financial Advisor: Lindsey M Moll 18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133
20678xxxx3 a.j*********@e**********.com
Patrick Swesey - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx7 wms**********@r**.com 4.52 12392 14000
Edward Jones - Financial Advisor: Nicki S Elsberry 8129 Lake Ballinger Way Suite 103, Edmonds, WA 98026
42564xxxx5 a.j*********@e**********.com 32
Corey Cox - Thrivent 10700 Meridian Ave N Ste 404, Seattle, WA 98133
20652xxxx9 adm**@d***********.com
Stabler Wealth Management 9 Lake Bellevue Dr STE 108, Bellevue, WA 98005
42564xxxx7 car*@s********.com 5 1
Edward Jones - Financial Advisor: Juliana R Van Buskirk 313 Main St, Edmonds, WA 98020
42577xxxx0 a.j*********@e**********.com 4.8 5 86773 98000
Taunya Sell - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20668xxxx7 wms**********@r**.com 14777 16000
Timothy Headings - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 90984 517 91000
RBC Wealth Management Branch - Kirkland 3760 Carillon Point, Kirkland, WA 98033
42588xxxx6 wms**********@r**.com 5 1 12392 14000
Moser Wealth Advisors 2135 112th Ave NE STE 100, Bellevue, WA 98004
42581xxxx0 bha***@m********.com 5 1
Merrill Lynch Wealth Management 401 Union St, Seattle, WA 98101
20646xxxx0 ale*********@m*.com 5 2
Integrated Wealth Management 2001 6th Ave #2801, Seattle, WA 98121 20685xxxx6
Empirical Wealth Management 1420 5th Ave #3150, Seattle, WA 98101
20692xxxx4 aba****@e********.net 3 2 2572 2500
Fulcrum Wealth Advisors 10940 NE 33rd Pl # 210, Bellevue, WA 98004
42580xxxx5 c18*****************************@s*****.wixpress
Edward Jones - Financial Advisor: Greg Strite, CFP®|CIMA®|AAMS™ 20011 Ballinger Way NE Suite 201, Shoreline, WA 98155
20636xxxx2 a.j*********@e**********.com 4.2 5 87479 100000
Capitol Hill Wealth Management - Ameriprise Financial Services, LLC 723 Broadway E Ste A, Seattle, WA 98102
20632xxxx7 dns*****@a***.com
PATH Wealth Management 12715 Bel-Red Rd, Bellevue, WA 98005
42528xxxx2 joe@p*****.com 5 1
Chris Rogers - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx5 rbc*********@r**.com 14777 16000
Swesey & Swesey Wealth Management Group 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx7 swe**********@r**.com 4 5 4
Harbour Investment Management, LLC 152 3rd Ave S Ste 103B, Edmonds, WA 98020
42574xxxx7 inf*@h************.com
Edward Jones - Financial Advisor: Dustin D Walton 9425 35th Ave NE, Suite A, Seattle, WA 98115
20655xxxx2 a.j*********@e**********.com 86773 98000
Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services, LLC 110 James St STE 100, Edmonds, WA 98020
42564xxxx6 apr**********@a***.com 4 4
Paragon Wealth Advisors - Ameriprise Financial Services, LLC 101 Elliott Ave W #510, Seattle, WA 98119
20621xxxx4 dns*****@a***.com
Sage Advisors, LLC 115 2nd Ave N #200, Edmonds, WA 98020
20651xxxx1 abo***@s**************.com 5 1
IJD Evergreen Financial Services LLC 17500 Midvale Ave N, Shoreline, WA 98133
20653xxxx9 ire**@i***********.com 3 2
Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice 723 Broadway E, Seattle, WA 98102
20632xxxx7 5 1
Seattle Wealth Management, LLC 8301 5th Ave NE, Seattle, WA 98115
20695xxxx5 eri*@s********.com
Scott Leger - Fiduciary Financial Advisor 6100 219th St SW Ste. 480, Mountlake Terrace, WA 98043
20649xxxx0 sco*******@s***********************.com 5 4
AMS Financial Group 6912 220th St SW Suite 100, Mountlake Terrace, WA 98043
42567xxxx1 eri******@a****************.com 4.5 4
Alex Lund - Thrivent 19524 Ballinger Way NE, Shoreline, WA 98155
42562xxxx7 adm**@d***********.com
Wealth Management Associate - U.S. Bancorp Investments: Sean Lambrecht 815 NE Northgate Way, Seattle, WA 98125
42563xxxx6 aar************@u*****.com 345436 5414 348000
U.S. Bank – Wealth Management Banker: Mark Heier 4411 196th St SW, Lynnwood, WA 98036
42524xxxx1 aar************@u*****.com 345707 5102 348000
Eagle Harbor Asset Management 701 5th Ave #4200, Seattle, WA 98104
20622xxxx1 inc*@e******.com 587044 759000
Patricia Thorpe - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
42548xxxx5 hea***********@r**.com 1 1 83 84
David Lund ChFC, RICP, FIC 19524 Ballinger Way NE, Shoreline, WA 98155
42562xxxx7 5 1
Better Tomorrow Financial 12526 Dayton Ave N, Seattle, WA 98133
25365xxxx7 inf*@b**********************.com 5 20
Soundview Financial Group - Ameriprise Financial Services, LLC 110 James St STE 100, Edmonds, WA 98020
42564xxxx2 ale******************@a***.com 93 96
U.S. Bancorp Investments - Financial Advisors: Mountlake Terrace 5703 232nd St SW, Mountlake Terrace, WA 98043
42524xxxx2 aar************@u*****.com 345707 5102 348000
Edward Jones - Financial Advisor: Stephanie Cumming 51 W Dayton St #205, Edmonds, WA 98020
20636xxxx3 a.j*********@e**********.com 4.2 5 254 248
Merriman Wealth Management 920 5th Ave Suite 2720, Seattle, WA 98104
20628xxxx7 aar**@m*******.com 4.3 10 470 33 523
Comprehensive Wealth Management 3500 188th St SW Ste 102, Lynnwood, WA 98037
42577xxxx0 aly****@c****.com 11 261 79 264
Baird Private Wealth Management 925 4th Ave Suite 3600, Seattle, WA 98104
88856xxxx7 aha******@r******.com 4.5 4 8165 958 8700
Prevail Wealth Management, LLC 520 Kirkland Way Suite 201, Kirkland, WA 98033
42544xxxx8 inf*@p************.com 5 3
Olympic Investment Group 144 Railroad Ave # 301, Edmonds, WA 98020
42531xxxx0 and*********@o****************.com 3.7 3 156 156
Jeff Bogdanovich Wealth Management 100 2nd Ave S, Edmonds, WA 98020
42532xxxx3 con****@s*********.com
Family Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20628xxxx5 bre***********@u**.com
Lodestar Wealth Management 2150 N 107th St #503, Seattle, WA 98133 20652xxxx5
Elite Wealth Management 1014 Market St, Kirkland, WA 98033
42582xxxx0 ang*******@e******.com 5 7
Coldstream Wealth Management 1200 Westlake Ave N # 900, Seattle, WA 98109
20628xxxx0 aar**@c*********.com 2.3 3 208 37 239
Joshua Post - Thrivent 10700 Meridian Ave N Ste 404, Seattle, WA 98133
20652xxxx9 adm**@d***********.com 5 1
Coldstream Wealth Management 1 100th Ave NE Ste 102, Bellevue, WA 98004
42528xxxx0 aar**@c*********.com 3.7 3 210 37 242
RBC Wealth Management Branch - Edmonds 303 5th Ave. South, Suite 100, Edmonds, WA 98020
42571xxxx0 4.5 2
Esoteric Wealth Partners, LLC 19009 33rd Ave W #201B, Lynnwood, WA 98036 42535xxxx7 5 1
Soundmark Wealth Management, LLC 11400 98th Ave NE # 301, Kirkland, WA 98033
42582xxxx9 bh@s**************.com 5 2 18775 20 20000
RBC Wealth Management Branch - Bainbridge Island 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110
20685xxxx0 wms**********@r**.com 4 1 12392 14000
E. Brooke Hawley - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 14777 16000
TFS Advisors, LLC 100 2nd Ave S #300, Edmonds, WA 98020
42577xxxx6 aar**@t**********.com 5 5 320 335
Avier Wealth Advisors 10655 NE 4th St Unit 500, Bellevue, WA 98004
42546xxxx1 a@a************.com 5 4 48 2 49
Edward Jones - Financial Advisor: Jason R Hensrude 14300 Greenwood Ave N # C, Seattle, WA 98133
20636xxxx7 a.j*********@e**********.com 5 1 86773 98000
Sasha Whyte - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 90985 518 91000
Holocron Financial Management - Ameriprise Financial Services, LLC 100 2nd Ave S Ste 140, Edmonds, WA 98020
38521xxxx4 cai***********@a***.com
Brighton Jones 2030 1st Ave 3rd floor, Seattle, WA 98121
20625xxxx0 acc*******@b************.com 5 12 618 702
Financial Advisor: Joshua Paulus - Cobalt Wealth Management
25352xxxx9 dav******@c*******.com 211
Gigi L Brannan - Private Wealth Advisor, Ameriprise Financial Services, LLC 152 3rd Ave S Ste 103A, Edmonds, WA 98020
42524xxxx3 apr**********@a***.com 99
Sean Collins - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx7 rbc*********@r**.com 14777 16000
LPL Financial 12535 15th Ave NE Cardiovascular Procedures Waiting Room, Seattle, WA 98125 20636xxxx9
Olympic Wealth Management 19125 N Creek Pkwy #120, Bothell, WA 98011
42528xxxx5 con***@o********.com 5 1
Merrill Lynch Wealth Management 10400 NE 4th St, Bellevue, WA 98004
42546xxxx0 ban********************@m*.com 3 2
Soundview Wealth Management 701 5th Ave Suite 4050, Seattle, WA 98104
20638xxxx0 dpj******@d****.com
Ken Kilmer - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx5 ken*******@r**.com
Heather Krause - RBC Wealth Management Financial Advisor 303 5th Ave S Suite 100, Edmonds, WA 98020
42571xxxx9 hea***********@r**.com 83 84
Jann Crosta - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 14777 16000
Nic Crosta - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 rbc*********@r**.com 14777 16000
Servitium Wealth Management - Ameriprise Financial Services, LLC 101 Elliott Ave W #510, Seattle, WA 98119
20621xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®|AAMS™ 621 B NW Richmond Beach Rd, Shoreline, WA 98177
20654xxxx0 a.j*********@e**********.com 5 2 2 2
Millennial Wealth, LLC 3518 Fremont Ave N #443, Seattle, WA 98103
20620xxxx6 cas******@m******************.com 4.7 13 281 298
Matt Gouras - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 wms**********@r**.com 14777 16000
Merrill Edge 1121 N 205th St, Shoreline, WA 98133
20653xxxx8 cho**********@m*.com
Merrill Edge Business Financial Solutions Advisor 15401 Westminster Way N, Shoreline, WA 98133
20675xxxx7 abu**@b************.com 5 6
Lodestar Wealth Management 2150 N 107th St, Seattle, WA 98133
20652xxxx5
Seattle Wealth Management, LLC! 8301 5th Ave NE, Seattle, WA 98115
20695xxxx5 eri*@s********.com
Sage Advisor Group - Ameriprise Financial Services, LLC 110 James St STE 100, Edmonds, WA 98020
42564xxxx6 apr**********@a***.com
Inflection Wealth Management 15117 Main St Suite 207A, Mill Creek, WA 98012
42521xxxx0 inf*@i***************.com 5.02
Pacific Sage Partners 1847 NW 195th St, Shoreline, WA 98177
20653xxxx0 d.j***@p******************.com 15197 16000
Templar Financial Services 21907 64th Ave W Suite 100, Mountlake Terrace, WA 98043
42537xxxx0 bre********@t********.com 243 7 248
Sound Wealth Management 925 4th Ave #2000, Seattle, WA 98104
20644xxxx0 aar*******@u**.com 230250 243000
Edward Jones - Financial Advisor: Derrik SA Sankey, AAMS™|CRPC™ 621 B NW Richmond Beach Rd, Shoreline, WA 98177
20654xxxx0 a.j*********@e**********.com 86773 98000
Edward Jones - Financial Advisor: Desiree Hajek, AAMS™|CRPC™ 18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133
20680xxxx2 a.j*********@e**********.com 87479 100000
Premier Wealth Management 19101 36th Ave W #211, Lynnwood, WA 98036
42574xxxx8 bob@p**************.com 5 2
Ellis Wealth Management, LLC
42540xxxx0 pau*******@e********************.net 112 186
U.S. Bank - Wealth Management Banker: Bac Walker 815 NE Northgate Way, Seattle, WA 98125
20649xxxx3 aar************@u*****.com 345707 5102 348000
Financial Strategies 111 Main St UNIT 107, Edmonds, WA 98020
42577xxxx0 inf*@f********************.com 5 2
Washington Capital Management, Inc. Park Place Building, 1200 6th Ave #700, Seattle, WA 98101
20638xxxx5 bch*****@w*****.com 5 1
Mitch Brewe - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42573xxxx7 wms**********@r**.com 5.01 12392 14000
Bond Financial, PLLC 155 NE 100th St #301, Seattle, WA 98125
20683xxxx0 jay@b************.biz 5 2