Financial advisors in Yakima, WA

113 advisors · page 4 of 4

Patrick O'connor
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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Porter Loyd
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Quentin Rickey
Financial advisor at Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. · $958.1M AUM
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Richard Miller
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Robert Kransberger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Robert Vickers
Financial advisor at Capital Advisors Wealth Management
Capital Advisors Wealth Management · $1.11B AUM
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Roger Kinder
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Ruksar Karmali
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Ryan Amos
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Ryan Sullivan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Sara Light
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
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Shane Snell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Shawnette Haas
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Steven Pilger
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Susan Van Tress
Financial advisor at Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. · $958.1M AUM
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Susannah Vetsch
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Tanner Sloan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Teresa Orcutt
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Timothy Surber
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Todd Homer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Vincent Pyne
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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William Dezellem
Financial advisor at Tieton Capital Management
Tieton Capital Management · $314M AUM
Verified
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William Hunter
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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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 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