Unclaimed Profile

Brian Kelly Evans

MADRONA FINANCIAL SERVICES, LLC·EVERETT, Washington

Series 7, Series 66Clean record26 years registeredMADRONA FINANCIAL SERVICES, LLC

2911 BOND STREET, SUITE 200, EVERETT, WA 98201CRD# 4004458Firm CRD# 115753

Profile Verification

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

Identity

Brian Kelly Evans · EVERETT, WA

Registration

CRD #4004458 · MADRONA FINANCIAL SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MADRONA FINANCIAL & CPAS

Nov 1999 – present

MADRONA FUNDS, LLC

Mar 2016 – Apr 2019

EVERETT, WA

ADVISORY FUSION, LLC

Mar 2016 – Sep 2016

EVERETT, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 29, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADRONA FINANCIAL SERVICES, LLC

CRD 115753 · SEC 801-63693

AUM

$393M

Regulatory assets under management

Employees

1,543 client accounts

Services offered by MADRONA FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MADRONA FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Kelly Evans offer?

Brian Kelly Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.

What are Brian Kelly Evans's credentials?

Brian Kelly Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Kelly Evans located?

Brian Kelly Evans is based in EVERETT, Washington, working with MADRONA FINANCIAL SERVICES, LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.

How does Brian Kelly Evans charge for services?

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

How large is MADRONA FINANCIAL SERVICES, LLC?

MADRONA FINANCIAL SERVICES, LLC has approximately 21 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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