AdvisorOS Directory
Claim Profile
MM

Marilyn Ann Mullenax

FINANCIAL INSIGHTS INC·TACOMA, Washington
Unclaimed Profile
3110 RUSTON WAY, SUITE C, TACOMA, WA 98402-5308CRD# 4953072Firm CRD# 108797
01

About

Marilyn Ann Mullenax is a registered financial advisor based in TACOMA, Washington, affiliated with FINANCIAL INSIGHTS INC. 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
FINANCIAL INSIGHTS INC
FINANCIAL INSIGHTS
AUM
$789M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FINANCIAL INSIGHTS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4953072
Firm CRD# 108797
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TACOMA?

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

Browse TACOMA AdvisorsAre you this advisor? Claim profile

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 Marilyn Ann Mullenax offer?
Marilyn Ann Mullenax specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TACOMA, Washington for a consultation.
What are Marilyn Ann Mullenax's credentials?
Marilyn Ann Mullenax is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilyn Ann Mullenax located?
Marilyn Ann Mullenax is based in TACOMA, Washington, working with FINANCIAL INSIGHTS INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Marilyn Ann Mullenax charge for services?
Marilyn Ann Mullenax's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL INSIGHTS INC?
FINANCIAL INSIGHTS INC has approximately 16 employees and manages $789M 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 →
Other advisors in TACOMA
Dorothy Anne Lewis — FINANCIAL INSIGHTS INCAlexandria Anne Kemp — FINANCIAL INSIGHTS INCPaul Richard Greenwood — GQG PRIVATE CAPITAL SOLUTIONS LLCJohn David Griswold — NORTHERN LIGHTS CAPITAL GROUP, LLCSue Ellen Summers — PURCELL ADVISORY SERVICES, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile