Claim Profile
KH

Kristi Rae Henderson

MADRONA FINANCIAL SERVICES, LLC·EVERETT, Washington
Unclaimed Profile
2911 BOND STREET, SUITE 200, EVERETT, WA 98201CRD# 5452082Firm CRD# 115753
01

About

Kristi Rae Henderson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MADRONA FINANCIAL SERVICES, LLC
MADRONA FINANCIAL SERVICES, LLC
AUM
$393M
Regulatory assets under management
Employees
21
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5452082
Firm CRD# 115753
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EVERETT?

Browse all registered financial advisors in EVERETT, Washington or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kristi Rae Henderson offer?
Kristi Rae Henderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.
What are Kristi Rae Henderson's credentials?
Kristi Rae Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Rae Henderson located?
Kristi Rae Henderson 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 Kristi Rae Henderson charge for services?
Kristi Rae Henderson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty