Financial ADVSR advisor directory · SEC adviser records
Threadline Wealth financial advisors in Washington
Every SEC-registered investment adviser representative at a Threadline Wealth office in Washington, by city and A to Z.
16 registered advisors work at Threadline Wealth in Washington, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (12). 8 list the CFP designation and 0 are also registered broker representatives.
Threadline Wealth advisors by city in Washington
Every firm in Washington →Threadline Wealth advisors in Washington, A to Z
Search by name →- Michael G. AndersonBellevue
- Dominic A. CellittiBellevue · Certified Financial Planner
- Colten C. ChristiansonBellevue
- Scott ComfortBellevue · Certified Financial Planner
- Jacob M. DemharterBellevue
- Kelsen W. EdwinsBellevue · Certified Financial Planner
- Justin A. FisherTacoma
- Ryan L. FranklinYakima · Certified Financial Planner
- Jennifer R. FurnessSeattle
- Kelly M. GwynnBellevue · Certified Financial Planner
- Molly LengkeekBellevue
- Aaron B. McFarlandSeattle · Certified Financial Planner
- Benjamin S. ShivelyBellevue · Certified Financial Planner
- Christopher L. SittnerBellevue · Certified Financial Planner
- Christopher J. WaetzigBellevue
- Michelle R. WalkerBellevue · Chartered Financial Analyst
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Questions
How many Threadline Wealth financial advisors are in Washington?
16 investment adviser representatives are registered at Threadline Wealth offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Threadline Wealth have the most advisors?
Bellevue, with 12, then Seattle (2). Threadline Wealth has advisors in 4 cities in Washington.
How do I check a Threadline Wealth 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 Threadline Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.