WAYFINDING FINANCIAL, LLC

LYNNWOOD, Washington·4 registered advisors·CRD# 306208
SEC# 801-1180570425-361-0707
01

Firm Overview

AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WAYFINDING FINANCIAL, LLC

4 registered advisors
Cathie Jean Arthurs
LYNNWOOD, Washington
Donald Gene O'neal
LYNNWOOD, Washington
Teresa Michele Brokaw
LYNNWOOD, Washington
Trent J O'neal
LYNNWOOD, Washington
05

Office Locations

LYNNWOOD, Washington
4 advisors

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Data sourced from SEC Form ADV filings. WAYFINDING FINANCIAL, LLC (CRD# 306208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.