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Financial ADVSR advisor directory · SEC adviser records

The Planner's Edge LLC financial advisors in Mercer Island, WA

Every SEC-registered investment adviser representative at a The Planner's Edge LLC office in Mercer Island, A to Z.

The short answer

3 registered advisors work at The Planner's Edge LLC in Mercer Island, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

The Planner's Edge LLC advisors in Mercer Island, A to Z

Every The Planner's Edge LLC advisor →

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Other firms in Mercer Island

All Mercer Island advisors →

Northwest Asset Management 36LPL Enterprise, LLC 25Ameriprise Financial Services, LLC 17Coldstream Wealth Management 15MML Investors Services, LLC 8Wells Fargo Advisors Financial Network, LLC 7Goldbloom Wealth Management LLC 5Edward Jones 4J.P. Morgan Securities LLC 3Mutual Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does The Planner's Edge LLC have in Mercer Island?

3 investment adviser representatives are registered at The Planner's Edge LLC offices in Mercer Island, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is The Planner's Edge LLC one of the largest advisor employers in Mercer Island?

The Planner's Edge LLC ranks number 11 in Mercer Island by registered advisors; Northwest Asset Management has the most, with 36.

How do I check a The Planner's Edge LLC advisor in Mercer Island?

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 The Planner's Edge LLC 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.