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Bellevue Financial Advisors
ICON Consulting
10655 NE 4th Street, #704
Bellevue, WA 98004
Advisor Profile
Name:  Matt McKellar, CFP®
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Business Description

"2009 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. Our locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive advice, we offer our clients specific needs based recommendations and implementation decisions that will give them the tools they need to most efficiently align their financial resources.

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, vision and direction, 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. Welcome to ICON, and we look forward to working with you.

For your complimentary initial interview, please visit our website or contact us at the email address above.
 

General Information

Gender:    Male
CRD#:    3143867
Firm CRD#:    136554
States Licensed in:    WA, CA, OR, Fl, GA, MA
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    4
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, Flat Fee, Hourly
 
 
 
Prepared By: Matt McKellar, CFP®