Find Top Financial Advisors in Bellingham
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Qualifications of Financial Advisor in Bellingham
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| Financial Advisors in Bellingham, Washington | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Deka Wiebusch Skyline Advisors |
405 32nd Steet, Suite 201, Bellingham, WA 98225 |
(360) 671-1621 |
| Cathie Arthurs Edelman Financial Engines, LLC |
20700 44th Ave. W, Lynnwood, WA 98036 |
(425) 918-1414 |
Information on Qualified Financial Advisors in Bellingham
Office Location
405 32nd Steet, Suite 201,
Bellingham,
WA 98225
Phone Number
(360) 6711621
Deka Wiebusch CRPC® AIF® is a financial advisor for Skyline Advisors. Her primary responsibilities include financial planning, investment management, and compliance. Deka is a member of the Northwest Estate Planning Council and is an active member of the Mount Baker Scholarship Foundation. She also has an Accredited Investment Fiduciary designation. Deka has a particular interest in supporting and encouraging women in their financial planning and investment objectives. She also supports Skyline Advisors in our Sustainable Investing efforts. Deka previously worked for A.G. Edwards and Smith Barney and has been in the industry since 2002. She is a graduate of Western Washington University. When shes not at work she enjoys spending time with her husband Jake, daughter Bailey, and son Drew. She is passionate about running/fitness and whole foods. Her hobbies include boating, camping, skiing, cooking and gardening. She also loves to travel and has visited 15 countries spanning 5 continents.
About Skyline Advisors
Skyline Advisors is an independent locally owned and operated Registered Investment Advisor located in Bellingham, WA. Our highest priority is to uphold the Fiduciary Standard and act in the best interest of our clients. We offer comprehensive financial planning and investment management services. Our Advisors work as a team so you receive well rounded thought out professional advice.
Qualifications
CRD# 5073528
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
20700 44th Ave. W,
Suite 120,
Lynnwood,
WA 98036
Phone Number
(425) 9181414
Joined Edelman Financial Engines in 2017. Began her career in the financial services industry in 1996. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Attended Pacific University in Forest Grove studying Psychology. Grew up in Lynnwood and has one child: Josh who is 17. Enjoys traveling to tropical locations, golf, shopping, and scuba diving. Big Seahawks fan.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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