Unclaimed Profile

Stephen John Goodwin

LAIRD NORTON WEALTH MANAGEMENT, LLC·SEATTLE, Washington

Series 7, Series 31, Series 66Clean record25 years registeredLAIRD NORTON WEALTH MANAGEMENT, LLC

801 SECOND AVENUE, SUITE 1600, SEATTLE, WA 98104-1564CRD# 4245182Firm CRD# 113400

Profile Verification

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

Identity

Stephen John Goodwin · SEATTLE, WA

Registration

CRD #4245182 · LAIRD NORTON WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LNW

Dec 2025 – present

LNW

Dec 2020 – Dec 2025

SEATTLE, WA

FILAMENT, LLC

Jan 2016 – Dec 2020

SEATTLE, WA

FILAMENT, LLC

Jan 2006 – Dec 2015

SEATTLE, WA

CORNERSTONE ADVISORS INC

Jun 2004 – Oct 2005

BELLEVUE, WA

QUELLOS CAPITAL MANAGEMENT LP

Feb 2001 – Jul 2003

SEATTLE, WA

QUELLOS FIXED INCOME ADVISORS LLC

Feb 2001 – Jul 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · February 23, 2001

Years registered · 25

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 Stephen John Goodwin offer?

Stephen John Goodwin specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Stephen John Goodwin's credentials?

Stephen John Goodwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen John Goodwin located?

Stephen John Goodwin is based in SEATTLE, Washington, working with LAIRD NORTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Stephen John Goodwin charge for services?

Stephen John Goodwin'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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