Financial ADVSR advisor directory · SEC adviser records
Financial advisors in East Wenatchee, WA
Every SEC-registered investment adviser representative at a firm office in East Wenatchee, with the firms that employ the most of them.
14 registered advisors work in East Wenatchee; the most are at Cs Planning Corp. (3). 1 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in East Wenatchee
Advisors in East Wenatchee, A to Z
CFP advisors in East Wenatchee →- Aaron D. BessonetteCs Planning Corp.
- Darl J. BidlemanEdward Jones · Chartered Financial Consultant
- Ismael G. CamposOsaic Wealth, Inc.
- Stewart A. CraigEdward Jones
- Jerry R. FischerLPL Financial LLC
- Eric M. FlatenSimplicity Wealth
- Larry R. HancockIntegrated Wealth Concepts LLC
- Randy J. JohnstonOsaic Wealth, Inc.
- Andrew W. KauffoldEquitable Advisors, LLC
- Wayde S. KnowlesLPL Financial LLC
- Lisa K. McCulloughCs Planning Corp.
- Erik J. PetersonPlanmember Securities Corporation
- Austin B. ScottOsaic Advisory Services, LLC · Certified Financial Planner
- Timothy D. SleskState Farm Investment Management Corp.
Other cities in Washington
All of Washington →Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67
Questions
How many financial advisors are in East Wenatchee, WA?
14 investment adviser representatives are registered at firm offices in East Wenatchee, Washington, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in East Wenatchee?
Cs Planning Corp., with 3 registered advisors in East Wenatchee, followed by Edward Jones with 2.
How do I check a financial advisor in East Wenatchee?
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.