Unclaimed Profile

Therese Elizabeth Mille

SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, Washington

Series 7, Series 63, Series 65Clean record10 years registeredSOUNDMARK WEALTH MANAGEMENT, LLC

11400 98TH AVENUE NE, KIRKLAND, WA 98033CRD# 1658942Firm CRD# 121344

Profile Verification

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

Identity

Therese Elizabeth Mille · KIRKLAND, WA

Registration

CRD #1658942 · SOUNDMARK WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

May 2024 – present

SOUNDMARK WEALTH MANAGEMENT, LLC

Dec 2015 – May 2024

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 29, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUNDMARK WEALTH MANAGEMENT, LLC

CRD 121344 · SEC 801-68799

AUM

$411M

Regulatory assets under management

Employees

805 client accounts

Services offered by SOUNDMARK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUNDMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Therese Elizabeth Mille offer?

Therese Elizabeth Mille specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.

What are Therese Elizabeth Mille's credentials?

Therese Elizabeth Mille is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Therese Elizabeth Mille located?

Therese Elizabeth Mille is based in KIRKLAND, Washington, working with SOUNDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Therese Elizabeth Mille charge for services?

Therese Elizabeth Mille'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 SOUNDMARK WEALTH MANAGEMENT, LLC?

SOUNDMARK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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