Unclaimed Profile

Deka Bree Wiebusch

SKYLINE ADVISORS, INC.·BELLINGHAM, Washington

SIE, Series 7, Series 63, Series 66CFPClean record19 years registeredSKYLINE ADVISORS, INC.

405 32ND STREET, BELLINGHAM, WA 98225CRD# 4952491Firm CRD# 188511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deka Bree Wiebusch · BELLINGHAM, WA

Registration

CRD #4952491 · SKYLINE ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

SKYLINE ADVISORS, INC.

May 2015 – present

FAIRHAVEN FINANCIAL ADVISORS, INC.

Aug 2012 – Oct 2015

BELLINGHAM, WA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Aug 2012

BELLINGHAM, WA

CITIGROUP GLOBAL MARKETS INC.

Mar 2007 – Jun 2009

BELLINGHAM, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 29, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYLINE ADVISORS, INC.

CRD 188511 · SEC 801-94175

AUM

$288M

Regulatory assets under management

Employees

1,133 client accounts

Services offered by SKYLINE ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SKYLINE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Deka Bree Wiebusch offer?

Deka Bree Wiebusch specializes in Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.

What are Deka Bree Wiebusch's credentials?

Deka Bree Wiebusch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Deka Bree Wiebusch located?

Deka Bree Wiebusch is based in BELLINGHAM, Washington, working with SKYLINE ADVISORS, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.

How does Deka Bree Wiebusch charge for services?

Deka Bree Wiebusch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYLINE ADVISORS, INC.?

SKYLINE ADVISORS, INC. has approximately 7 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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