Financial advisors in Yakima, WA

100 match · page 1 of 4

Anthony Farina
Financial advisor at Capital Advisors Wealth Management
Capital Advisors Wealth Management · $1.11B AUM
CFP®VerifiedFinancial planning
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Armand Doucette
Financial advisor at Surience Private Wealth LLC
Surience Private Wealth LLC · $124M AUM
CFP®VerifiedFinancial planning
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Benjamin Rickey
Financial advisor at Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. · $958.1M AUM
CFP®VerifiedFinancial planning
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Brian Drumhiller
Financial advisor at Capital Advisors Wealth Management
Capital Advisors Wealth Management · $1.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chelsie Smith
Financial advisor at Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. · $958.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clark Permann
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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George Staples
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joy Stenehjem
Financial advisor at Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. · $958.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Reeves
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Good
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Franklin
Financial advisor at Threadline Wealth
Threadline Wealth · $5.77B AUM
CFP®VerifiedFinancial planning
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Scott Holt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Meyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Jetton
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Aaron Marlow
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Alex Ditto
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Meissner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Waller
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anders Clark
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andres Lucero
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aubrey Holwegner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Kjendal
Financial advisor at Blue Jean Financial LLC
Blue Jean Financial LLC · $133.3M AUM
VerifiedFinancial planning
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Bennett Wood
Financial advisor at Surience Private Wealth LLC
Surience Private Wealth LLC · $124M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Hansen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Meyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brenda Brink
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Bret Bohoskey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Barnhart
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Calvert Blethen
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Camille Snell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Yakima, 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 Yakima, WA.

How this list works

Before you hire an advisor in Yakima, WA