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MADRONA FINANCIAL SERVICES, LLC
MADRONA FINANCIAL SERVICES, LLC
EVERETT, Washington
·
5 registered advisors
·
CRD# 115753
SEC# 801-63693
5
425-212-3777
01
Firm Overview
AUM
$393M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MADRONA FINANCIAL SERVICES, LLC
5 registered advisors
Brian Kelly Evans
EVERETT, Washington
CRD# 4004458
Joel Andrew Maher
EVERETT, Washington
CRD# 6592028
Kristi Rae Henderson
EVERETT, Washington
CRD# 5452082
Richard P Himmer
EVERETT, Washington
CRD# 7887111
Tracie Lee Evans
EVERETT, Washington
CRD# 4884437
05
Office Locations
EVERETT, Washington
5 advisors
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Data sourced from SEC Form ADV filings. MADRONA FINANCIAL SERVICES, LLC (CRD# 115753) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.