Unclaimed Profile

Brian Kelly Evans

MADRONA FINANCIAL SERVICES, LLC·EVERETT, Washington

Clean recordMADRONA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Kelly Evans is a registered financial advisor based in EVERETT, Washington, affiliated with MADRONA FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MADRONA FINANCIAL SERVICES, LLC

AUM

$393M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MADRONA FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4004458

Firm CRD# 115753

View on FINRA BrokerCheck →

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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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