Financial ADVSR advisor directory · SEC adviser records
Badgley Phelps Wealth Managers financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Badgley Phelps Wealth Managers office in Seattle, A to Z.
27 registered advisors work at Badgley Phelps Wealth Managers in Seattle, out of 28 at the firm nationwide; it ranks number 18 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Badgley Phelps Wealth Managers advisors in Seattle, A to Z
Every Badgley Phelps Wealth Managers advisor →- David M. BerdineInvestment adviser rep
- James K. CallaghanInvestment adviser rep
- Payton P. ChipleyInvestment adviser rep
- Michelle L. DecaireInvestment adviser rep
- Ben J. DuncansonCertified Financial Planner
- Soren M. EricksonChartered Financial Analyst
- Michael R. GerkeInvestment adviser rep
- Anna J. InveenCertified Financial Planner
- Tucker M. KiracofeCertified Financial Planner
- Jacob C. KoodrichChartered Financial Analyst
- Kelsey E. LichtteneggerInvestment adviser rep
- Natalie A. MackeyInvestment adviser rep
- Howard D. MiracleInvestment adviser rep
- Julie L. Parisio RoyCertified Financial Planner, Chartered Financial Analyst
- Curtis L. PepinInvestment adviser rep
- Steven C. PhelpsChartered Financial Analyst, Chartered Investment Counselor
- Gregory S. RobinsonChartered Financial Analyst
- Patrick D. RodgersInvestment adviser rep
- Michael J. SchultzChartered Financial Consultant
- Edwin J. Sondgroth Jr.Chartered Financial Analyst
- Calvin M. SprangerChartered Financial Analyst, Chartered Investment Counselor
- Mitchell T. SteinerInvestment adviser rep
- Johan E. StrandChartered Financial Analyst
- Wendy L. TaylorInvestment adviser rep
- Timothy J. ThomasChartered Financial Analyst
- Katherine D. WhamChartered Financial Analyst
- Michael V. WhiteheadCertified Financial Planner
Badgley Phelps Wealth Managers advisors in every city and state →Badgley Phelps Wealth Managers: assets, clients and custodians →Advisor Moves: who changed firms this week →
Badgley Phelps Wealth Managers advisors in other cities
Other firms in Seattle
All Seattle advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51
Questions
How many financial advisors does Badgley Phelps Wealth Managers have in Seattle?
27 investment adviser representatives are registered at Badgley Phelps Wealth Managers offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Badgley Phelps Wealth Managers one of the largest advisor employers in Seattle?
Badgley Phelps Wealth Managers ranks number 18 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Badgley Phelps Wealth Managers advisor in Seattle?
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 Badgley Phelps Wealth Managers 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.