Unclaimed Profile

Kristi M Mathisen

LAIRD NORTON WEALTH MANAGEMENT, LLC·SEATTLE, Washington

Series 65Clean record18 years registeredLAIRD NORTON WEALTH MANAGEMENT, LLC

801 SECOND AVENUE, SUITE 1600, SEATTLE, WA 98104-1564CRD# 5314200Firm CRD# 113400

Profile Verification

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

Identity

Kristi M Mathisen · SEATTLE, WA

Registration

CRD #5314200 · LAIRD NORTON WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAIRD NORTON WEALTH MANAGEMENT, LLC

LNW

Apr 2008 – Jun 2025

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LNW WEALTH MANAGEMENT, LLC

CRD 113400 · SEC 801-60345

AUM

$4.6B

Regulatory assets under management

Employees

2,613 client accounts

Services offered by LNW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LNW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kristi M Mathisen offer?

Kristi M Mathisen specializes in Financial Planning, Investment Management, Retirement Planning.

What are Kristi M Mathisen's credentials?

Kristi M Mathisen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristi M Mathisen located?

Kristi M Mathisen is based in SEATTLE, Washington, last registered with LAIRD NORTON WEALTH MANAGEMENT, LLC.

How does Kristi M Mathisen charge for services?

Kristi M Mathisen'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 LAIRD NORTON WEALTH MANAGEMENT, LLC?

LAIRD NORTON WEALTH MANAGEMENT, LLC has approximately 96 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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