Find Top Financial Advisors in Lake Stevens, Washington

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Qualifications of Financial Advisors in Lake Stevens

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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,
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,
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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