Deka Wiebusch
Skyline Advisors

Tel: (360) 671-1621
405 32nd Steet, Suite 201
Bellingham, WA 98225
Skyline Advisors | Financial Advisor in Bellingham ,WA

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.


General Information

Firm Start Year:   2012
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab, Inc.
Number of Years with Current Firm:   5


Firm Information

Firm's Number of Clients:   350
Firm's Number of Planning Clients:   350
Firm's Number of Managed Clients:   350
Assets Managed by Firm:   $162 million
Assets Managed by Advisor:   $162 million



Faqs

  • What are your qualifications? What is your education background? I have worked in the industry since 2002. I currently hold the Chartered Retirement Planning Counselor designation and the Accredited Investment Fiduciary designation.
  • What services do you offer? Our firm offers financial planning and investment management services. We are able to help clients with retirement planning, retirement income management, sustainable investing, sudden wealth management, college funding, financial planning for women, and more.
  • Will you be the only person working with me? No. At Skyline Advisors we work as a team so that clients get well thought out professional advice. This is extremely important to our business model so there is an advisor always available in the office who understands each relationship's personal plan and is ready to help when needed.
  • How are you compensated? How will I pay for your services? We use asset based pricing and charge fees quarterly.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No. We have discretion on our clients accounts. However the allocation and funds are decided upon in our initial meeting with all parties in agreement. This is monitored throughout the client relationship. We rebalance client portfolios on an annual basis and do not contact clients unless there is a complication like large taxable gains that may not be in the best interest of the client.
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Disclosures


Disclaimer

Investment Advice offered through Skyline Advisors, Inc., a Registered Investment Advisory firm. Custody services and other brokerage services provided to clients of Skyline Advisors, Inc. are offered through Charles Schwab & Co., Inc. member FINRA/SIPC. Please find our ADV Brochure here These materials have been independently produced by Skyline Advisors, Inc. Skyline Advisors, Inc. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Skyline Advisors, Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Deka Wiebusch

Deka Wiebusch


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.

Communities Served

Acme Anacortes
Bellingham Blaine
Blakely Island Bow
Burlington Clearlake
Custer Deer Harbor
Eastsound Everson
Ferndale La Conner
Lummi Island Lynden
Mount Vernon Olga
Orcas Shaw Island
Sumas Waldron

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Compensation Arrangements

Bank Transfer