Business List: Wealth Management in Redmond, WA

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Edward Jones - Financial Advisor: Mike De Stefano, CFP®|AAMS™ 16150 NE 85th St #101, Redmond, WA 98052
42588xxxx3 a.j*********@e**********.com 86773 98000
Wiegand Financial Group 7900 SE 28th St 5th Floor, Mercer Island, WA 98040
20693xxxx0 and*@w***************.com 5 3
BECU Trust Services - Eastside Financial Center 13000 NE 20th St Suite 100, Bellevue, WA 98005
80023xxxx8 a.j*****@b***.org 4.5 8 72333 216 72000
The Wealth Network 11911 NE 1st St Suite 205, Bellevue, WA 98005
42542xxxx8 bri****@w**************.com
Ty Spencer - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42573xxxx2 wms**********@r**.com 5.01 12392 14000
Northwestern Mutual 601 Union St #2500, Seattle, WA 98101
20662xxxx1 a.-***********@n*****************.com 3.9 8 107342 16225 108000
Murray Wealth Management 1301 2nd Ave #2650, Seattle, WA 98101
20625xxxx2 abc*****@h****************.com
Pacific Financial Advisors, Inc. 11400 SE 8th St #460, Bellevue, WA 98004
42545xxxx3 adm**@p********.com 5 4
Edward Jones - Financial Advisor: Tracy Crowley, AAMS™ 8103 164th Ave NE, Redmond, WA 98052
42588xxxx4 a.j*********@e**********.com 128
NorthStar Wealth Management LLC 7525, 485 SE 24th St # 670, Mercer Island, WA 98040 20661xxxx7
THE AISTEAR WEALTH MANAGEMENT GROUP - Morgan Stanley 601 Union St Suite 5200, Seattle, WA 98101
20634xxxx4 acm***********@m************.com
Mangan Wealth Management, Inc. 10740 Meridian Ave N # 209, Seattle, WA 98133 20644xxxx0 5 2
Lance Peters, Spotlight Asset Management 10900 NE 4th St 23rd floor, Bellevue, WA 98004
20690xxxx0 ben***@s******************.com 5 1 33
RBC Wealth Management Branch - Pacific Northwest 1918 8th Ave Suite 3600, Seattle, WA 98101 20662xxxx0
Edelman Financial Engines 10900 NE 8th St UNIT 1414, Bellevue, WA 98004
83375xxxx3 aar**@e**********************.com 5.04 18802 20 20000
Klevens Capital Management 4040 Lake Washington Blvd NE suite 314, Kirkland, WA 98033
42545xxxx3 5.01
Merrill Edge 2400 148th Ave NE, Redmond, WA 98052
42537xxxx4 che*********@m*.com
Badgley Phelps Wealth Managers U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101
20662xxxx2 and****@b******.com 3.7 3 240 5 253
Clearstone Wealth Advisory of Raymond James 3500 Carillon Point, Kirkland, WA 98033
42558xxxx8 aar************@r***********.com 3.02 17458 18000
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|AAMS™|CRPC™ 16141 Cleveland St Suite A, Redmond, WA 98052
42586xxxx7 a.j*********@e**********.com 5 1 86773 98000
Kevin Clouse - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42573xxxx4 wms**********@r**.com 5.01 12392 14000
North America Asset Management Group 1550 140th Ave NE, Bellevue, WA 98005
42550xxxx4 con****@s*********.com
Sovereign Wealth Advisors 601 108th Ave NE UNIT 1510, Bellevue, WA 98004
42528xxxx2
2020 Financial Planning LLC Premier Business Center, 1700 7th Ave #2100, Seattle, WA 98101
sta**@2***********************.com 5 3 77 78
COLLIER Sustainable Wealth Management 1833 N 105th St, Seattle, WA 98133
20680xxxx0 joh*@c*********.com 5 1
Charles Schwab 8862 161st Avenue Northeast Ste 106, Redmond, WA 98052
42555xxxx0 adv****************@s*****.com 3.4 10
Robinswood Financial 3425 Carillon Point, Kirkland, WA 98033
42529xxxx1 bob@r*********.com 5 1 8
U.S. Bank - Wealth Management Banker: Cameron Wolf 17922 140th Ave NE, Woodinville, WA 98072
42542xxxx8 aar************@u*****.com 345707 5102 348000
Alicia Luther Toms - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
61237xxxx4 wms**********@r**.com 5.01 12392 14000
Fidelity Investments 7425 166th Avenue NE, Suite C137, Redmond, WA 98052
88827xxxx2 a61****@f*******.com 4.1 10 327318 349000
Compass Rose Wealth Advisory of Raymond James 3500 Carillon Point, Kirkland, WA 98033
42558xxxx8 aar************@r***********.com 5.01 17458 18000
Wyman Oliver COMMONWEALTH BUILDING, 14450 NE 29th Pl #117, Bellevue, WA 98007 42588xxxx8
Parcion Private Wealth 11980 NE 24th St #210, Bellevue, WA 98005
42527xxxx5 bla***********@p********.com
Wellness Capital Management
42549xxxx1 anu***@w**************.com 5 7 162
RBC Wealth Management Branch - Seattle 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com 3.4 5 12448 13016
Seattle, WA Private Wealth Management - UBS Financial Services Inc. 925 4th Ave 20th Floor, Seattle, WA 98104
80042xxxx1 bre***********@u**.com
Northwest Asset Management Rosauer Plaza, 2835 82nd Ave SE #100, Mercer Island, WA 98040
20683xxxx0 ald*******@n******.com 5 1
Alterra Advisors 500 108th Ave NE Unit 1700, Bellevue, WA 98004
42574xxxx0 amb**@a**************.com 5 38 5 9 258 9 272
BBJS Financial Advisors, LLC 1501 4th Ave #2880, Seattle, WA 98101
20668xxxx0 cos*****@b******.com 5 1
Owen Covey Wealth Management - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20668xxxx1 bre***********@u**.com
Cascade Wealth Strategies 10500 NE 8th St Unit 1600, Bellevue, WA 98004 20672xxxx0 1 1
Morgan Stanley Financial Advisors 500 108th Ave NE Unit 1900, Bellevue, WA 98004
42545xxxx0 acc**********@m************.com 5 1
Hohimer Wealth Management 600 University St #2401, Seattle, WA 98101
20670xxxx0 ape****@h**********************.com
Jerome D. Bosch - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com
Evergreen Financial Management: Tom McLaurin 18915 142nd Ave NE #120, Woodinville, WA 98072 42590xxxx8
Robin Tan - LPL Financial 12021 NE 61st St, Kirkland, WA 98033
42573xxxx9
Honcoop Doherty Wealth Managers 3760 Carillon Point, Kirkland, WA 98033
42573xxxx5 wms**********@r**.com 5.01 12392 14000
Mainspring Wealth Advisors 11400 SE 8th St #260, Bellevue, WA 98004
42527xxxx9 ali***@m***********.com 5.06
Heather Reed - RBC Wealth Management Branch Director 3760 Carillon Pt, Kirkland, WA 98033
54168xxxx1 mic***********@r**.com 98 98
Bellevue Asset Management LLC Bellevue Gateway I, 11400 SE 8th St #270, Bellevue, WA 98004
42528xxxx1 ach***@b************.com 5 1
McMahan Asset Management 14205 SE 36th St Suite 100, Bellevue, WA 98006 20644xxxx0
Sound Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 bre***********@u**.com
Balcom Investments 2270 Carillon Point, Kirkland, WA 98033
42528xxxx0 cba****@b****************.com 5 2
Allegiance Wealth Management - Ameriprise Financial Services, LLC 301 116th Ave SE #500, Bellevue, WA 98004
42545xxxx3 dns*****@a***.com
Waystone Advisors
42548xxxx5 inf*@w***************.com
GeoEngineers Inc 17425 NE Union Hill Rd #250, Redmond, WA 98052
42586xxxx0 a3@g***********.com 4.5 13 5 32 1292 38 1300
U.S. Bank – Wealth Management Banker: Christina Terterov 17020 Redmond Way, Redmond, WA 98052
42588xxxx2 aar************@u*****.com 345707 5102 348000
Steven A. Burns - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 rbc*********@r**.com
Senior Financial Advisors Inc 11911 NE 1st St # 312, Bellevue, WA 98005
42563xxxx0 d@s***.net
Michelle Sternick - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90970 524 91000
Fearless Wealth, INC 24145 NE 122nd St, Redmond, WA 98053
65025xxxx7 hel**@f*************.com 1 1
Falco Sult & Co 16150 NE 85th St, Redmond, WA 98052
42588xxxx1 ale*@f********.com 3.7 7
FRG Family Wealth Advisors 10900 NE 8th St Unit 1600, Bellevue, WA 98004
42545xxxx2 inf*@f********.com
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
ann********@n*.com 69 76
EMB Management 15301 NE 90th St #170, Redmond, WA 98052
42545xxxx0 bst******@e************.com 3.4 104 320132 319000
Coldstream Wealth Management 7900 SE 28th St #204, Mercer Island, WA 98040
20646xxxx0 ale*@c*********.com 206 37 236
Edward Jones - Financial Advisor: Vernon J Applegate, CFP® 13131 NE 85th St # 103, Kirkland, WA 98033
42588xxxx2 a.j*********@e**********.com 82143 92093
The Retirement Solution 18300 Redmond Way #250, Redmond, WA 98052
42555xxxx0 age***@t********************.com 4.4 14 168 217
Cary Doerr - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90985 518 91000
Megan Lockhart - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42580xxxx8 wms**********@r**.com 5.01 12392 14000
Hightower Bellevue 601 108th Ave NE UNIT 1510, Bellevue, WA 98004
42545xxxx3 5 2
Scott Wigren - Raymond James 310 120th Ave NE Suite 102, Bellevue, WA 98005
42545xxxx8 5.05
SJA Property Management 16398 NE 85th St Suite 200, Redmond, WA 98052
42565xxxx0 adv*****@s************.com 4.7 519 385 5 419
David Moskovitz - RBC Wealth Management Branch Director 3760 Carillon Point, Kirkland, WA 98033
42580xxxx7 rbc*********@r**.com 4.01 12392 14000
Columbia Strategic Wealth Advisors 10900 NE 8th St, Bellevue, WA 98004
42564xxxx8 col********@c**********.com 5.02
Droker Financial LLC/ Water Rock Global Asset Management LLC 29 148th Ave SE, Bellevue, WA 98007
42569xxxx3 adr******************************************@w**************.com 4.3 6
FCS Group 7525 166th Ave NE, Redmond, WA 98052
42586xxxx2 amy*@f*******.com 28 2 29
Stabler Wealth Management 9 Lake Bellevue Dr STE 108, Bellevue, WA 98005
42564xxxx7 car*@s********.com 5 1
Edward Jones - Financial Advisor: Justin Weinstein 13200 Old Redmond Rd # 103, Redmond, WA 98052
42549xxxx1 a.j*********@e**********.com 86773 98000
JG Wealth Management 800 5th Ave, Seattle, WA 98104
80042xxxx3 ann@j****.com 1119 1100
Timothy Headings - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90970 524 91000
RBC Wealth Management Branch - Kirkland 3760 Carillon Point, Kirkland, WA 98033
42588xxxx6 wms**********@r**.com 5 1 12392 14000
Integrated Wealth Advisors 500 108th Ave NE Unit 1100, Bellevue, WA 98004
42581xxxx7 aus***@i***********.com
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 ari*********@m*.com 5 2
The Schmiel Wealth Management Group 3760 Carillon Point, Kirkland, WA 98033
42573xxxx4 wms**********@r**.com 5.01 12392 14000
Mariner 11225 SE 6th St Suite C-260, Bellevue, WA 98004
42548xxxx0 aar********@m********************.com 5.06
Thome Financial Management, LLC 1420 156th Ave NE Suite G, Bellevue, WA 98007
20621xxxx1 ton*@t*************.com
Integrity Financial Corporation 2821 Northup Way # 120, Bellevue, WA 98004
80079xxxx5 dcr***@i********.financial 5 10
Empirical Wealth Management 1420 5th Ave #3150, Seattle, WA 98101
20692xxxx4 aba****@e********.net 3 2 2572 2500
The Pacific Wealth Management Group - Morgan Stanley 4000 Carillon Point Ste 600, Kirkland, WA 98033 42520xxxx3 3.02
David Kenyon - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42580xxxx9 rbc*********@r**.com 5.01 12392 14000
Fulcrum Wealth Advisors 10940 NE 33rd Pl # 210, Bellevue, WA 98004
42580xxxx5 c18*****************************@s*****.wixpress
Sherwood Investments | Redmond Financial Planner 23705 NE 61st St, Redmond, WA 98053
42589xxxx9 cde*****@s*******************.com 5 5
Raymond James Financial Services Microsoft Campus, 15255 NE 40th St, Redmond, WA 98052
50335xxxx7 aar************@r***********.com 17458 18000
Emerald Advisors, LLC 3055 112th Ave NE Suite 206, Bellevue, WA 98004
42545xxxx3 inf*@e*********.com 5.01
Capitol Hill Wealth Management - Ameriprise Financial Services, LLC 723 Broadway E Ste A, Seattle, WA 98102
20632xxxx7 car*******@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
Quinn & Associates - Ameriprise Financial Services, LLC 7530 164th Ave NE Ste A116, Redmond, WA 98052
42555xxxx5 dns*****@a***.com
Atkinson Wealth Strategies 11900 NE 1st St Suite 300, Bellevue, WA 98005
42574xxxx4 tyl***********@l**.com 5 5 5 12 126 32 131
Hallie Spies - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90985 518 91000
Heather Reed - RBC Wealth Management Branch Director 401 Union St Suite 3600, Seattle, WA 98101
54168xxxx1 rbc*********@r**.com
Evergreen Financial Training Inc 2330 130th Ave NE Building C Suite 103, Bellevue, WA 98005 42552xxxx0
Baird Private Wealth Management 777 108th Ave NE Unit 1600, Bellevue, WA 98004
87727xxxx4 agu**@r******.com 3.02 8143 939 8600
WealthCollab LLC 1400 112th Ave SE suite 100, Bellevue, WA 98004
20645xxxx1 dan***@w***********.com 5 3
EP Wealth Advisors 4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033
42523xxxx4 ab@e*******.com
Lake Washington Wealth Management Group
20688xxxx7 jea*************@l*********************.com
William Bredice - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42580xxxx5 rbc*********@r**.com 5.01 12392 14000
Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice 723 Broadway E, Seattle, WA 98102
20632xxxx7 5 1
Goldman Sachs & Co 719 2nd Ave #1300, Seattle, WA 98104
20661xxxx0 ank********@g***********.com 3 2 263964 306000
Baker Phillips Wealth Management - Ameriprise Financial Services, LLC 929 108th Ave NE Unit 1200, Bellevue, WA 98004
42537xxxx1 dns*****@a***.com
Land Advisors Organization Washington 8015 165th Ave NE, Redmond, WA 98052
42552xxxx5 abi****@l***********.com 3 2
Crossroads Financial Services 1479 158th Pl NE, Bellevue, WA 98008
42594xxxx3 aar************@r***********.com 17458 18000
Addison Avenue Investment Services Microsoft Campus, 15255 NE 40th St, Redmond, WA 98052
42588xxxx8 aar************@r***********.com 17458 18000
Nevis Financial 16150 NE 85th St #204, Redmond, WA 98052
42588xxxx9 amy@n*************.com
MarsJewett Financial Group 11235 SE 6th St Ste 110, Bellevue, WA 98004
42528xxxx0 and*@m*********.com 5 2
B.O.S.S. Retirement Solutions & Advisors Bellevue 2950 Northup Way #202, Bellevue, WA 98004
42582xxxx2 ada*@b*************.com 4.4 9 1187 9 1200
Servitium Wealth Management - Ameriprise Financial Services, LLC 310 120th Ave NE #101, Bellevue, WA 98005
42547xxxx3 dns*****@a***.com
Neale Foody - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com
Riggs Wealth Management 12116 NE 164th St, Bothell, WA 98011
42582xxxx0 kev**@r**********.com 4.58
AME Planning and Wealth Management - Ameriprise Financial Services, LLC 915 118th Ave SE Ste 250, Bellevue, WA 98005
42569xxxx7 dns*****@a***.com
Ferguson Wellman Capital Management Co. 500 108th Ave NE #950, Bellevue, WA 98004
42565xxxx1 inf*@f*******.com 5.01
Chris Rasmussen - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 wms**********@r**.com 14777 16000
Vestory 2821 Northup Way #150, Bellevue, WA 98004 80038xxxx4 4.2 6
Edward Jones - Financial Advisor: Kevin T Kramer, CFP® 14314 124th Ave NE, Kirkland, WA 98034
42582xxxx9 a.j*********@e**********.com 5 2 86773 98000
Leverage Planners 310 120th Ave NE suite a-205, Bellevue, WA 98005 42522xxxx0 4.9 29
SLC Management 15809 Bear Creek Pkwy #410, Redmond, WA 98052
Rockefeller Capital Management 10500 NE 8th St Suite 875, Bellevue, WA 98004
42540xxxx3 abc****@r*****.com 4.08
Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|AAMS™|CRPC™ 7293 West Lake Sammamish Pkwy NE, Redmond, WA 98052
42588xxxx8 a.j*********@e**********.com 86773 98000
Edward Jones - Financial Advisor: Jennifer A Talbot, CFP® 8103 164th Ave NE, Redmond, WA 98052
42589xxxx6 a.j*********@e**********.com
Wealth Management Associate - U.S. Bancorp Investments: Sean Lambrecht 815 NE Northgate Way, Seattle, WA 98125
42563xxxx6 aar************@u*****.com 345437 5414 348000
The Pacific Financial Group 11811 NE 1st St suite 201, Bellevue, WA 98005
42545xxxx2 aar**@t***.com
Eagle Harbor Asset Management 701 5th Ave #4200, Seattle, WA 98104
20622xxxx1 inc*@e******.com 587044 759000
Duo Reges Capital Management LLC 8201 164th Ave NE, Redmond, WA 98052
42527xxxx1 joh*@d*******.com
U.S. Bank – Wealth Management Banker: Indu Tursa 132 Kirkland Ave, Kirkland, WA 98033
42563xxxx5 aar************@u*****.com 4.423 345707 5102 348000
Butler Wealth Management 7900 SE 28th St Suite 300, Mercer Island, WA 98040
20673xxxx0 joh*********@b*******.com
gatien strategic wealth management 10400 NE 4th St, Bellevue, WA 98004
86633xxxx9 cga****@d****.com 5.03
Vuecrest Wealth Management - Ameriprise Financial Services, LLC 10655 NE 4th St Ste 503, Bellevue, WA 98004
42546xxxx5 dns*****@a***.com
U.S. Bancorp Investments - Financial Advisors: Kirkland 177 Central Way, Kirkland, WA 98033
42582xxxx6 aar************@u*****.com 345707 5102 348000
Pacific Capital Resource Group, Inc. 10900 NE 4th Street Suite 2300 - #2413, Bellevue, WA 98004
42565xxxx0 a.w*****@p***.com 4 8
Edward Jones 17887 Redmond Way # 125, Redmond, WA 98052
42586xxxx0 a.j*********@e**********.com 86773 98000
Personal Investment Management, Inc. 22500 NE Marketplace Dr Ste 203, Redmond, WA 98053
42588xxxx0 ale***@p******.com
Gregg M Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC 7530 164th Ave NE A116, Redmond, WA 98052
42555xxxx5 dns*****@a***.com
Bordeaux Wealth Advisors 5110 Carillon Point, Kirkland, WA 98033
42597xxxx8 dxx***@b*********************.com 5.02
Ranch Creek Partners, LLC 19020 NE 84th St, Redmond, WA 98053
20674xxxx6 inf*@r************.com
Mercer Advisors Wealth Management 10655 NE 4th St UNIT 810, Bellevue, WA 98004
88864xxxx6 aar********@m*************.com 2837 28 2900
Prevail Wealth Management, LLC 520 Kirkland Way Ste 201, Kirkland, WA 98033
42544xxxx8 inf*@p************.com 5 3
Nelson Properties 16508 NE 79th St, Redmond, WA 98052
42588xxxx1 1 3
The Simon Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 bre***********@u**.com
Fortis Financial Group 3600 136th Pl SE #270, Bellevue, WA 98006
42545xxxx0 bas**@f*****.capital 5 5
Chaim Rosenbaum - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com
The Meydenbauer Wealth Management Group 777 108th Ave NE, Bellevue, WA 98004
42564xxxx1 bsg***********@b*********.com 4.724
Andy Tadesse - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90970 524 91000
Family Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20628xxxx5 ale*******@u**.com
Rebecca Stephens - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20645xxxx6 rbc*********@r**.com
AGP Wealth Advisors - Ameriprise Financial Services, LLC 2275 116th Ave NE STE 200, Bellevue, WA 98004
42546xxxx0 dns*****@a***.com 5.01
Scott Merriman - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com
Highland Private Wealth Management 10900 NE 8th St Suite 1122, Bellevue, WA 98004
42573xxxx0 aus***@h**************.com
Wells Fargo Advisors 8502 160th Ave NE, Redmond, WA 98052 42588xxxx1
Crosby Wealth Advisors - Ameriprise Financial Services, LLC 4055 Lake Washington Blvd NE #200, Kirkland, WA 98033
42586xxxx0 dns*****@a***.com 5.01
Financial Advocates Wealth Management 445 154th Ave SE, Bellevue, WA 98007
42541xxxx5 ros*********@l**.com
Elite Wealth Management 1014 Market St, Kirkland, WA 98033
42582xxxx0 ang*******@e******.com 5 7
Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services, LLC 4055 Lake Washington Blvd NE #200, Kirkland, WA 98033
42586xxxx0 dns*****@a***.com 5 1
Snider Financial Group 12505 Bel Red Rd, Bellevue, Wa 98005
42545xxxx0 hea****@s*******************.com 5 3
America's Home Caretakers Property Management 2731 152nd Ave NE, Redmond, WA 98052
42540xxxx0 dan*****@a**************.com 4.7 12
Stone 8 Wealth Management 12011 Bel-Red Rd suite 200, Bellevue, WA 98005
20686xxxx8 adm******@l**.com 5 7 76 78
Coldstream Wealth Management 1 100th Ave NE Ste 102, Bellevue, WA 98004
42528xxxx0 aar**@c*********.com 3.7 3 209 37 240
Sound Planning Group 11411 NE 124th St #255, Kirkland, WA 98034
42582xxxx2 adm**@m****.com 5 91
Vertical Ascent Wealth Management 600 Stewart St Ste 400, Seattle, WA 98101
20692xxxx6 inf*@v*********.com 5 6
Boone Wealth Advisors Boone Wealth Advisors, LLC, 500 108th Ave NE #1840, Bellevue, WA 98004
42546xxxx6 joh*******@b**********.com 4.8 39 1201 13 1100
Casey Sullivan - Associate Manager ACD, Ameriprise Financial Services, LLC 929 108th Ave NE Unit 1200, Bellevue, WA 98004
42537xxxx9 dns*****@a***.com 5.02
Modestspark 7635 159th Place NE, Suite C Redmond, Washington 98052, 7635 159th Pl NE c, Redmond, WA 98052 20685xxxx7
Soundmark Wealth Management, LLC 11400 98th Ave NE # 301, Kirkland, WA 98033
42582xxxx9 bh@s**************.com 5 2 18775 20 20000
Heritage Wealth Advisors - Ameriprise Financial Services, LLC 2630 77th Ave SE #110, Mercer Island, WA 98040
42570xxxx5 ale********@a***.com 375 39 423
Private Advisory Group 16880 NE 79th St, Redmond, WA 98052
42549xxxx0 ali@p**************.com 3
E. Brooke Hawley - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com
Laird Norton Wetherby 801 2nd Ave Suite 1600, Seattle, WA 98104
20646xxxx0 e@l**********.com 4.8 4
The Owen Meucci Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20628xxxx2 bre***********@u**.com
Private Wealth Management | U.S. Bank 132 Kirkland Ave, Kirkland, WA 98033
42558xxxx8 aar************@u*****.com 345707 5102 348000
Avier Wealth Advisors 10655 NE 4th St Unit 500, Bellevue, WA 98004
42546xxxx1 a@a************.com 5 4 48 2 49
Schmidt Financial Management, Inc. 100 State St, Kirkland, WA 98033 42589xxxx5 5.01
Mitchell Smith - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx5 rbc*********@r**.com
Bessemer Trust Private Wealth Management Seattle WA 601 Union St Suite 4500, Seattle, WA 98101
20692xxxx0 glo*****@b*******.com
Sean Collins - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx7 rbc*********@r**.com
Wealth Management Associate - U.S. Bancorp Investments: Megan Norman 17020 Redmond Way, Redmond, WA 98052
42555xxxx2 aar************@u*****.com 345707 5102 348000
Sound Foundation Wealth Advisors - Nathan C. Downs & Cory T. Thomas
36056xxxx5 522*************************************@w*****************.com 5 9 129
tucker wealth management 10400 NE 4th St, Bellevue, WA 98004
42546xxxx0 joh******@t************.com 5.03
EP Wealth Advisors 1301 5th Ave #1350, Seattle, WA 98101
20658xxxx0 ab@e*******.com 1123 33
EQ Wealth Management 2835 82nd Ave SE suite 300-a, Mercer Island, WA 98040
42543xxxx0 e@e****.com 9 2 10
Olympic Wealth Management 19125 N Creek Pkwy #120, Bothell, WA 98011
42528xxxx5 con***@o********.com 5 1
Mark Rippeteau - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 11578 12906
Merrill Lynch Wealth Management 10400 NE 4th St, Bellevue, WA 98004
42546xxxx0 ban********************@m*.com 3 2
Blue Trust | Seattle Financial Advisors 19820 N Creek Pkwy #102, Bothell, WA 98011
42548xxxx0 aar********@b********.com 5 2 144 8 214
Brandon Honcoop - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42573xxxx2 wms**********@r**.com 5.01 12392 14000
Silver Creek 1301 5th Ave #4000, Seattle, WA 98101
20677xxxx0 ale*@s*****************.com 2.3 3
Voya Financial Advisors 10655 NE 4th St Ste 300, Bellevue, WA 98004 42542xxxx1 2 7
Jann Crosta - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 11578 12906
Addison Avenue Investment Services 2700 156th Ave NE Ste 100/225, Bellevue, WA 98007
42595xxxx7 aar************@r***********.com 17458 18000
Mainsail Financial Group 11245 SE 6th St Ste 140, Bellevue, WA 98004
42550xxxx3 d.o*****@m*********.com 5 6
Zetlmaier Wealth Management 1420 5th Ave #2200, Seattle, WA 98101 20667xxxx1
Michael W Boone CFP CFA - Boone Wealth Advisors, LLC 777 108th Ave NE Suite 2230, Bellevue, WA 98004
42546xxxx6 joh*******@b**********.com 5.01 4.9 39 1202 13 1100
Morgan Stanley Financial Advisors 4000 Carillon Point Ste 600, Kirkland, WA 98033
42545xxxx0 int**********@m************.com 3 2
Matt Gouras - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com
Private Wealth Management Solutions, LLC 11232 NE 15th St #100, Bellevue, WA 98004
42589xxxx7 bra****@p***********.net
Simon Mandi Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 abc*******@u**.com
Paul R. Ried Financial Group, LLC 10801 Main St #201, Bellevue, WA 98004
42564xxxx7 ada**@p*******.com 5 4
Seattle Wealth Management, LLC! 8301 5th Ave NE, Seattle, WA 98115
20695xxxx5 eri*@s********.com
Kip McKenzie - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com
Kairos Capital Management 365 118th Ave SE, Bellevue, WA 98005
42544xxxx5 inf*@k*******.com 4.08
Sheri Redford - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx8 rbc*********@r**.com
Evergreen Wealth Management, LLC 1700 7th Ave #2100, Seattle, WA 98101
20635xxxx8 ala*@e************.com 132 137
Mary Ann Heeren - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com 14777 16000
Fearless Wealth, LLC 24145 NE 122nd St, Redmond, WA 98053
65025xxxx7 hel**@f*************.com 19
Donald Lee - Financial Advisor, Ameriprise Financial Services, LLC 2275 116th Ave NE, Ste 200, Bellevue, WA 98004
20623xxxx4 agp**************@a***.com 132809 134000
Creative Planning 500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
86627xxxx8 a.j******@c***************.com 4.9 9 6358 127 7300
Cascade Guided Wealth 626 120th Ave NE Suite B102, Bellevue, WA 98005
42545xxxx3 lau***@c********.com 5 2
SMARTCAP, Inc 8201 164th Ave NE #105, Redmond, WA 98052
42589xxxx1 bxx*****@s************.com 2.3 3 5 6 188 193
Joslin Capital Advisors, LLC 11431 Willows Rd NE Suite 120, Redmond, WA 98052
42568xxxx5 cha******@j************.com
Shane Flock - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com
Greene Wealth Management LLC 1301 5th Ave, Seattle, WA 98101
20662xxxx0 chr***@g***************.com
Ken Carter - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 rbc*********@r**.com
Washington Capital Management, Inc. Park Place Building, 1200 6th Ave #700, Seattle, WA 98101 20638xxxx5 5 1
Lewis Race - Associate Financial Advisor, Ameriprise Financial Services, LLC 7530 164th Ave NE A116, Redmond, WA 98052
42555xxxx5 dns*****@a***.com
Touchstone Wealth Management Group - Morgan Stanley 4000 Carillon Point Ste 600, Kirkland, WA 98033
42520xxxx2 int**********@m************.com 3.02
Mitch Brewe - RBC Wealth Management Financial Advisor 3760 Carillon Point, Kirkland, WA 98033
42573xxxx7 wms**********@r**.com 5.01 12392 14000
TrueWealth Financial Partners 915 118th Ave SE Suite 140, Bellevue, WA 98005
42561xxxx0 ant**********@t***********.com 5 24
Bond Financial, PLLC 155 NE 100th St #301, Seattle, WA 98125
20683xxxx0 jay@b************.biz 5 2