Financial advisors in Lakewood, WA

27 match

Bryan Coleman
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Kimball
Financial advisor at Fortitude Advisory Group L.l.c.
Fortitude Advisory Group L.l.c. · $467.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Woods
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Patterson
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Song Yi
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Troy Sapp
Financial advisor at Commencement Financial Planning LLC
Commencement Financial Planning LLC · $121.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audree Bobinger
Financial advisor at Api Financial Advisors, LLC
Api Financial Advisors, LLC · $84.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barton Dalton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Arenas
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Dietrich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Bates
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
View page Check on SEC IAPD ↗
Christopher Muller
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cuicui Randolph
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ortega
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Calbert
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Hammontree
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
View page Check on SEC IAPD ↗
Haley Hobbs
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Kwon
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Ledesma
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jiahui Feng
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonn Mason
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Beasinger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Rutledge
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marlee Lawson
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Batt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Hoffman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Bowden
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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 Lakewood, 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.

Browse every state at Find an advisor.

Financial advisors in Lakewood, WA.

How this list works

Before you hire an advisor in Lakewood, WA