Financial ADVSR advisor directory · SEC adviser records
Threadline Wealth financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Threadline Wealth office in Bellevue, A to Z.
12 registered advisors work at Threadline Wealth in Bellevue, out of 20 at the firm nationwide; it ranks number 30 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Threadline Wealth advisors in Bellevue, A to Z
Every Threadline Wealth advisor →- Michael G. AndersonInvestment adviser rep
- Dominic A. CellittiCertified Financial Planner
- Colten C. ChristiansonInvestment adviser rep
- Scott ComfortCertified Financial Planner
- Jacob M. DemharterInvestment adviser rep
- Kelsen W. EdwinsCertified Financial Planner
- Kelly M. GwynnCertified Financial Planner
- Molly LengkeekInvestment adviser rep
- Benjamin S. ShivelyCertified Financial Planner
- Christopher L. SittnerCertified Financial Planner
- Christopher J. WaetzigInvestment adviser rep
- Michelle R. WalkerChartered Financial Analyst
Threadline Wealth advisors in every city and state →Threadline Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Threadline Wealth advisors in other cities
Los Angeles, CA 3Seattle, WA 2San Francisco, CA 1Tacoma, WA 1Yakima, WA 1
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 Threadline Wealth have in Bellevue?
12 investment adviser representatives are registered at Threadline Wealth offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Threadline Wealth one of the largest advisor employers in Bellevue?
Threadline Wealth ranks number 30 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Threadline Wealth 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 Threadline Wealth 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.