Financial advisors in Walla Walla, WA

29 advisors

Brian Bruggeman
Financial advisor at Walla Walla Wealth Advisors
Walla Walla Wealth Advisors · $16M AUM
CFP®VerifiedFinancial planning
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Lawson Knight
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Shannon Ebding
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Andre Selfa
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
VerifiedFinancial planning
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Andrew Block
Financial advisor at Walla Walla Wealth Advisors
Walla Walla Wealth Advisors · $16M AUM
VerifiedFinancial planning
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Brandon Zaro
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Carolyn Stiver
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Chase Hessler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Deirdre Hafen
Financial advisor at Advisory Alpha, LLC
Advisory Alpha, LLC · $4.37B AUM
VerifiedFinancial planning
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Elizabeth Armstrong
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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George Hessler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ginger Kessel
Financial advisor at Arkadios Wealth Advisors
Arkadios Wealth Advisors · $8.79B AUM
VerifiedFinancial planning
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Harold Boucher
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Henry Worden
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Holly Ramirez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jaymee Leamer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Buckley
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
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Joseph Fondahn
Financial advisor at Fondahn Financial
Fondahn Financial · $50K AUM
VerifiedFinancial planning
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Karee Eliason
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kathryn Millgard
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Kimberly McDaniels
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
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Melissa Wilcox
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Michael Odman
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Nicholas Lyons
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Patrick Jones
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Robert Deal
Financial advisor at Lifefocus Financial Advisors, LLC
Lifefocus Financial Advisors, LLC · $103.5M AUM
VerifiedFinancial planning
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Samuel Wells
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Seth Deal
Financial advisor at Lifefocus Financial Advisors, LLC
Lifefocus Financial Advisors, LLC · $103.5M AUM
VerifiedFinancial planning
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William Fleenor
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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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 Walla Walla, 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.

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Financial advisors in Walla Walla, WA.

How this list works

Before you hire an advisor in Walla Walla, WA