wiseradvisor

Find Top Financial Advisors in Lake Stevens, Washington

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lake Stevens, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Lake Stevens

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Lake Stevens, Washington
Financial Advisor Office Location Phone Number
Ryan Sant
Premier Wealth Washington
19101 36th Avenue West, Suite 211,
Lynnwood, WA  98036
(425) 744-8088
Cathie Arthurs
Edelman Financial Engines, LLC
20700 44th Ave. W,
Lynnwood, WA  98036
(425) 918-1414

Information on Qualified Financial Advisors in Lake Stevens

Qualifications CRD# 6496124
FirmCRD# 8032
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Hourly


Office Location 19101 36th Avenue West, Suite 211,
Lynnwood,
WA 
98036
Phone Number (425) 7448088

Ryan was born and raised in the greater Seattle area. Seeking adventure, he spent two years as a missionary in the Philippines before college. The experience illuminated the importance of service to others. He also learned to speak fluent Tagalog! Attending Brigham Young University in Provo, Utah, Ryan studied biology and business management. He returned to the Northwest after graduation and started a career with the Washington Department of Fish & Wildlife Police. His time in law enforcement taught him it was not his calling; instead, he was driven to employ his business acumen and seek new opportunities. Later, Ryan became an insurance agent for a nationwide company. It was there he learned that he wanted to spend his time educating clients to make prudent financial decisions to help them prepare for retirement. This desire led him to join Edward Jones as a financial advisor, building his Marysville practice from the ground up. Years later, in 2017, the chance to partner with Bob McMahon, DBA Premier Wealth Washington, offered an opportunity to grow professionally in ways he never thought possible while providing his clients with the highest level of service. Personal Ryan and his wife, Ashley, live in Lake Stevens with their three children: Zach, Quin, and Charlee. The kids are actively involved in sports and scouting. When not at home, you can usually find the family outside enjoying naturethey love to crab, clam, and fish.

About Premier Wealth Washington

Ryan Sant and Bob McMahon, DBA Premier Wealth Washington, offer financial planning through their affiliation with an independent, SEC registered investment adviser, Commonwealth Financial Network. Their team is separate from other Financial Advisors by a combination of: The breadth and caliber of our technology The talented and dedicated people who work here The services we offer that put clients' needs first Our independent ownership structure Our competitive pricing Our focus on providing indispensable service to our clients because we recognize that our success is dependent on our clients, not the other way around. Yet more meaningfully, Premier Wealth Washington's culture is special and rare, and this is apparent when you walk our halls or call our group. We believe that we are highly success because we: Believe that our business, like life, is really all about the quality of personal relationships Value intellectual curiosity, preach flexibility and entrepreneurship, and take criticism constructively Offer the breadth and depth of services and technology of a large corporation, but are small enough to quickly adapt and flourish in this ever-changing climate Hire smart, caring professionals who excel at what they do and truly enjoy interacting with others Foster a workplace where colleagues become lifelong friends Honor the determination of every individual affiliated with our group to develop their skills Work very hard to maintain a culture and environment where our team enjoys coming to work, and where clients enjoy their interaction with our group



Qualifications CRD# 5073528
FirmCRD# 104510
Series 7, 66


Office Location 20700 44th Ave. W,
Suite 240,
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.



* Additional advisor listing is provided in partnership with YEXT

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation

Are You A Financial Advisor
in Washington?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?