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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cheney, WA

Every SEC-registered investment adviser representative at a firm office in Cheney, with the firms that employ the most of them.

The short answer

5 registered advisors work in Cheney; the most are at Act Securities, LLC (1). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Cheney

FirmAdvisors in Cheney
Act Securities, LLC1
Aspen Financial Management, Inc.1
Edward Jones news1
Spencer Financial Planning, LLC1
Thrivent Investment Management Inc.1

Advisors in Cheney, A to Z

CFP advisors in Cheney →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66

Questions

How many financial advisors are in Cheney, WA?

5 investment adviser representatives are registered at firm offices in Cheney, Washington, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cheney?

Act Securities, LLC, with 1 registered advisors in Cheney, followed by Aspen Financial Management, Inc. with 1.

How do I check a financial advisor in Cheney?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.