Unclaimed Profile

Brooks Geer Ragen

MCADAMS WRIGHT RAGEN, INC.·SEATTLE, Washington

SIE, Series 1, Series 4, Series 41, Series 63Clean record27 years registeredMCADAMS WRIGHT RAGEN, INC.

925 FOURTH AVENUE, SEATTLE, WA 98104CRD# 370117Firm CRD# 45899

Profile Verification

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

Identity

Brooks Geer Ragen · SEATTLE, WA

Registration

CRD #370117 · MCADAMS WRIGHT RAGEN, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCADAMS WRIGHT RAGEN, INC.

ROBERT W. BAIRD & CO. INCORPORATED

Nov 2014 – May 2018

Seattle, WA

MCADAMS WRIGHT RAGEN, INC.

Nov 1998 – Nov 2014

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 41

Series 63

Registration record

First registered · November 5, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCADAMS WRIGHT RAGEN, INC.

CRD 45899 · SEC 801-55918

AUM

$3.5B

Regulatory assets under management

Employees

171

5,004 client accounts

Services offered by MCADAMS WRIGHT RAGEN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCADAMS WRIGHT RAGEN, INC. →

Introduction

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Frequently Asked Questions

What services does Brooks Geer Ragen offer?

Brooks Geer Ragen specializes in Financial Planning, Investment Management, Wealth Management.

What are Brooks Geer Ragen's credentials?

Brooks Geer Ragen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooks Geer Ragen located?

Brooks Geer Ragen is based in SEATTLE, Washington, last registered with MCADAMS WRIGHT RAGEN, INC..

How does Brooks Geer Ragen charge for services?

Brooks Geer Ragen's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCADAMS WRIGHT RAGEN, INC.?

MCADAMS WRIGHT RAGEN, INC. has approximately 171 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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