Financial ADVSR advisor directory · SEC adviser records
The Planner's Edge LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a The Planner's Edge LLC office in Washington, by city and A to Z.
3 registered advisors work at The Planner's Edge LLC in Washington, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Mercer Island (3). 1 list the CFP designation and 0 are also registered broker representatives.
The Planner's Edge LLC advisors by city in Washington
Every firm in Washington →The Planner's Edge LLC advisors in Washington, A to Z
Search by name →- Deanna J. NowadnickMercer Island
- Jeffrey D. RossMercer Island · Certified Financial Planner
- Ryan J. RourkeMercer Island
The Planner's Edge LLC advisors in every state →The Planner's Edge LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many The Planner's Edge LLC financial advisors are in Washington?
3 investment adviser representatives are registered at The Planner's Edge LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does The Planner's Edge LLC have the most advisors?
Mercer Island, with 3. The Planner's Edge LLC has advisors in 1 city in Washington.
How do I check a The Planner's Edge LLC advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Planner's Edge LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.