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Bellevue Financial Advisors
ICON Consulting
10655 NE 4th Street, Suite #704
Bellevue, WA 98004
(425) 502-5925
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Advisor Profile
Name: Matt McKellar
Phone Number: (425) 502-5925
Website: Visit Website
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Business Description

"2008 Five Star Wealth Manager: Best in Client Satisfaction" - Seattle Magazine.

With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms. As we embark on working relationships with our clients that span decades, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, and it is extremely hard navigating the financial world without someone you can trust to protect and look out for your best interests. Welcome to ICON, we are here to help.
 

General Information

Gender:    Male
CRD#:    3143867
Firm CRD#:    136554
States Licensed in:    WA, CA, OR, Fl, GA, MA
Years of Experience in Financial Services:    10+
Number of Years with Current Firm:    10+
Work Experience:    We formed ICON out of a primary desire to help people. So, we created a firm where we could focus on helping people understand and make informed decisions regarding their financial well being. As we embark on working relationships with our clients that span decades, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules. Just as businesses hire Chief Financial Officers to educate and keep them informed of decisions that can make or break their firms, your finances should be managed in just the same way.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Bonds, Stocks, Annuities, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC)
Securities Licenses:    Series 6, Series 7, Series 24, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Disability, Health, Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    negotiable
 
 
 
Prepared By: Matt McKellar
Most Recent Update: 07/09/2008