Financial advisors in Olympia, WA

114 match · page 3 of 4

Joseph Lanham
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julia McGinnis
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Larkin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaleigh Prentice
Financial advisor at Prentice Financial Planning, LLC
Prentice Financial Planning, LLC · $97.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Lockwood
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kerry Prichard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Benjamin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Mandlin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristen Fourtner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lantz Berets
Financial advisor at Berets Financial Services LLC
Berets Financial Services LLC · $997K AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Carlson
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurence Evoy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurence Poplack
Financial advisor at Cooper Point Advisors LLC
Cooper Point Advisors LLC · $27.2M AUM
Verified
View page Check on SEC IAPD ↗
Loren Camp
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lorie Linn Crowell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Bakken
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Schwarz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martin Juergens
Financial advisor at Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC · $2.2B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McDowell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Sledge
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Buttafoco
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Johnson
Financial advisor at Prentice Financial Planning, LLC
Prentice Financial Planning, LLC · $97.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Rutherford
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Monty Harmon
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy Hubly
Financial advisor at Van Hubly Investments LLC
Van Hubly Investments LLC · $2.3M AUM
Verified
View page Check on SEC IAPD ↗
Nathaniel Taylor
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paola Robles
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Grinnell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Stapp
Financial advisor at Stapp Wealth Management, PLLC
Stapp Wealth Management, PLLC · $145.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Alspaugh
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B 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 Olympia, 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 Olympia, WA.

How this list works

Before you hire an advisor in Olympia, WA