Financial advisors in Bellingham, WA

36 match · page 1 of 2

Adam Faber
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alice Tweit
Financial advisor at West Invest
West Invest · $304.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Zender
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Emerson
Financial advisor at Adviceonly
AdviceOnly
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ben Joyce
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryant Engebretson
Financial advisor at Tradewinds Capital Management, LLC
Tradewinds Capital Management, LLC · $727.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cassandra Spitzer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Dick
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Smith
Financial advisor at Ridge Falls Financial Planning
Ridge Falls Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gabriel Twining
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Herrling
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Twining
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Neeley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Chesbrough
Financial advisor at Trail Financial Planning LLC
Trail Financial Planning LLC · $117.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Okan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Fish
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Judith Paulson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Gross
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Richards
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Brown
Financial advisor at Brown Pcfo
Brown Pcfo · $21.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelsey Martin
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Jackson
Financial advisor at Tradewinds Capital Management, LLC
Tradewinds Capital Management, LLC · $727.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lavelle West
Financial advisor at West Invest
West Invest · $304.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret Bartelt
Financial advisor at Flow Financial Planning, L.l.c.
Flow Financial Planning, L.l.c. · $94.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Hoemann
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Nichols
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Meggyesy
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Okamoto
Financial advisor at Eq Wealth Management
Eq Wealth Management · $941.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Twining
Financial advisor at Financial Plan, Inc.
Financial Plan, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Drum
Financial advisor at Saturna Capital Corporation
Saturna Capital Corporation · $10.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bellingham, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Bellingham, WA.

How this list works

Before you hire an advisor in Bellingham, WA