Financial ADVSR advisor directory · SEC adviser records
Auxano Advisors financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Auxano Advisors office in Bellevue, A to Z.
8 registered advisors work at Auxano Advisors in Bellevue, out of 8 at the firm nationwide; it ranks number 37 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Auxano Advisors advisors in Bellevue, A to Z
Every Auxano Advisors advisor →- Daniel A. AndersonCertified Financial Planner
- Peter W. ClineCertified Financial Planner
- Jared L. DavisCertified Financial Planner
- Alexander K. LeeCertified Financial Planner
- Andrew S. MatzenChartered Financial Analyst
- Grayson E. UngerInvestment adviser rep
- Davis M. WalkerCertified Financial Planner
- Dwight S. WhitingInvestment adviser rep
Auxano Advisors advisors in every city and state →Auxano Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29
Questions
How many financial advisors does Auxano Advisors have in Bellevue?
8 investment adviser representatives are registered at Auxano Advisors offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Auxano Advisors one of the largest advisor employers in Bellevue?
Auxano Advisors ranks number 37 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Auxano Advisors advisor in Bellevue?
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 Auxano Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.