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Find Retirement Planners for Retirement Planning in Washington

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Washington, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Washington

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425-260-8022

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425-386-8433

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William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver, WA 98683

425-247-2970

List of Additional Retirement Planners in Washington*

* Additional advisor listing is provided in partnership with Yext

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Leslie J Norton - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Tod Asmussen - UBS Financial Services Inc.

925 Fourth Avenue
31 & 32 Floor

Seattle, WA 98104
360-714-2557

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

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Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

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Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

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Edward Jones - Financial Advisor: Aaron M Tabor

275 SE Cabot Dr A7

Oak Harbor, WA 98277
360-679-2304

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Kevin Nanthrup - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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The Evergreen Harbor Group - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

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BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

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Heritage Wealth Advisors - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Joey R Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

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Peter Taafe - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

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Edward Jones - Financial Advisor: Laura B Urban, AAMS"

1731 Cole Street
Ste A

Enumclaw, WA 98022
360-802-0880

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

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3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

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Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

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Edward Jones - Financial Advisor: Aaron J Russell, AAMS"

217 Van Giesen Street

Richland, WA 99354
509-946-0454

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Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

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Edward Jones - Financial Advisor: Seth R Giandomenico, AAMS"

19655 1st Ave S
Suite 104

Normandy Park, WA 98148
206-824-9442

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

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David W Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0196

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Edward Jones - Financial Advisor: Stuart Eggertsen

55 S 47th Ave
Ste 109

Ridgefield, WA 98642
360-857-6116

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Steven Jennings - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

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Edward Jones - Financial Advisor: John W Misner

25 Central Way
Ste 220

Kirkland, WA 98033
425-576-5611

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

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Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

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First Command Financial Advisor - Victoria Dickenson

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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William "Billy" Lang - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6082

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Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

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Bob Smith - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

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YogaSix

22526 SE 4th St.
Suite B

Sammamish, WA 98074
425-217-1989

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Steve Nowland - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8226

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Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

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Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

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Edward Jones - Financial Advisor: Cameron Thrall, CFP®|AAMS"

125 3rd St NE
Suite 401

Auburn, WA 98002
253-289-6797

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Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

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Jeff L Corder - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1971

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Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

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Bill Eldridge - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

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Steven Fox - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Blackwell Financial Services

7307 N Division St
Ste 305

Spokane, WA 99208
509-359-9788

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Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

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Treasury 2 Go

206-979-5016

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Asset Care & Preservation Services

2018 Caton Way SW

Olympia, WA 98502
360-878-8065

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Len Hansen - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

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Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

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Lance D. Rummel - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0641

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Rob Johnson Financial

335 E. Blackburn Road

Mount Vernon, WA 98273
360-428-8080

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American Senior Resources

1624 Broadway

Everett, WA 98201
425-512-8000

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Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

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Bi Wu

425-289-0562

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David L Bolson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8065

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Michael Weichbrodt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-451-2601

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Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

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Edward Jones - Financial Advisor: Danielle L Rivers, AAMS"

301 East 6th Street
Suite 3

Port Angeles, WA 98362
360-452-5125

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Paul A Pollard - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-376-6416

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Poonum Vasishth - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5033

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Edward Jones - Financial Advisor: Stacy Rarrick, AAMS"

126 S Main Street

Colville, WA 99114
509-684-6649

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Edward Jones - Financial Advisor: Brent E Schwartz, AAMS"

15506 Main St
Suite 103

Mill Creek, WA 98012
425-355-3054

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MFC Wealth Management

813 Southwest 354th Street

Federal Way, WA 98023
253-874-2712

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Cynthia Schmiedeknecht - Ameriprise Financial Services, LLC

19125 Northcreek Pkwy
Ste 120

Bothell, WA 98011
425-486-9066

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Edward Jones - Financial Advisor: Jake Ronish

205 Madison Ave

Kent, WA 98032
253-850-1241

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Joseph A Dinelt - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1225

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Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

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Merriman Wealth Management

111 South Post Street
Suite 2250

Spokane, WA 99201
800-423-4893

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Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Donald Lee - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

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Joanne Wofford - Ameriprise Financial Services, LLC

400 Union Ave SE
Ste 200

Olympia, WA 98501
360-528-2944

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

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Cariboo Wealth Advisors - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

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Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

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Heidi Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Northwest Financial & Tax Solutions, Inc.

12405 SE 2nd Cir

Vancouver, WA 98684
360-828-1469

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Aaron Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
425-228-1000

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Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

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Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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First Command Financial Advisor - Morgan Lavaway

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

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Latitude Wealth Management LLC

7117 W Hood Place
Suite 120

Kennewick, WA 99336
509-628-2291

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The Pinto Group - Morgan Stanley

400 Winslow Way E
Ste 190

Bainbridge Island, WA 98110
206-842-4712

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Kenneth Powers, CRPC, ADPA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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KE & Associates

13020 Northeast 73rd Street

Kirkland, WA 98033
206-729-0795

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Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-202-9966

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Edward Jones - Financial Advisor: Al Adan, AAMS"|CRPC"

1556 N Wenatchee Ave
Suite C

Wenatchee, WA 98801
509-663-9503

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Sam Coleman, Jr. - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-8054

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Edward Jones - Financial Advisor: Dan Young, CFP®|AAMS"

2008 Caton Way SW
Suite 203-B1

Olympia, WA 98502
360-705-1690

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Colin Sands - Ameriprise Financial Services, LLC

308 W Gates St

Mt Vernon, WA 98273
360-336-5060

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Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

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Ying Yin

425-867-6590

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Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

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Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-384-7412

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Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

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Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

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Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

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Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

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Clint Boxman - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

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Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

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Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

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Susan E Mc Clure - Ameriprise Financial Services, LLC

3929 Martin Way E
Ste F

Olympia, WA 98506
360-438-1611

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Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

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Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

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De La Torre Wealth Strategies

4400 NE 77th Ave
Suite 275

Vancouver, WA 98662
360-952-3776

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Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

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Chidozie V Okoye

205 108th Ave NE
Ste. 600

Bellevue, WA 98004
206-356-9529

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Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

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RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

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Investors Portfolio Services

2832 S Meridian
Suite 201

Puyallup, WA 98373
253-770-8118

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Perry L. Smith Consulting

40 Lake Bellevue
Suite 100

Bellevue, WA 98005
425-502-9058

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City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

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Wilsons Leather

1408 Lum Road

Centralia, WA 98531
360-736-1608

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Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

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Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

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Jim Holroyd, CFP(R)

253-921-5754

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Kincaid Financial Resources

104 S Freya St
Unit 311A

Spokane, WA 99202
509-455-6911

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Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

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Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

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First Command Financial Advisor - Chris McCulloch

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Noble Wealth Management

3304 N. Bent Road

Kennewick, WA 99338
509-735-9000

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The DeLateur Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
206-464-4018

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Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
425-455-0501

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The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

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Watson Financial Services, Inc.

400 S Jefferson St.
Ste 416

Spokane, WA 99204
509-456-6461

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

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Peter Ross Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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Michael A Hart - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9966

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

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Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

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The Blackbriar Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9998

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Timothy Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

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Shane Weisman - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5494

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

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Edward Jones - Financial Advisor: Alexander K Morawski

8026 Douglas Ave SE
Suite 201

Snoqualmie, WA 98065
425-831-5026

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Glenn Coates - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1975

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Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

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Kristin Hanneman - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7996

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Deane Allen Cook - Ameriprise Financial Services, LLC

11611 Airport Rd
Ste 202

Everett, WA 98204
425-353-4382

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Edward Jones - Financial Advisor: Geoff Gatewood

1737 N Wenatchee Ave
Suite D

Wenatchee, WA 98801
509-470-8226

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First Command Financial Advisor - Mike Harvin

665 SE Pioneer Way
Suite 6

Oak Harbor, WA 98277
360-692-0277

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Edward Jones - Financial Advisor: Daniel Cicu

1800 4th Street
Unit C

Marysville, WA 98270
360-657-4844

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Allstate Personal Financial Representative: Roger Jones

14615 NE N Wdnvl Way
Ste 101

Woodinville, WA 98072
425-637-7809

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Mary Denise McGonigal - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5040

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Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3508

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Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

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NRSmith And Associates, PS

2120 Caton Way Southwest

Olympia, WA 98502
360-754-9475

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

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Gregory A Jones - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0189

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Emily Bahr

900 Southwest 16th Street
Suite 110

Renton, WA 98057
206-204-3066

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Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

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Benjamin Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4807

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Eugene Kubik - Ameriprise Financial Services, LLC

4407 N Division St
Ste 605

Spokane, WA 99207
509-232-0073

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Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

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Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

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Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5355

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

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Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

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Skye Thomas Dahl - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5509

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James Gillingham - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3117

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Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-583-2823

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

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Continental Investors Services, Inc.

1330 Broadway St.

Longview, WA 98632
360-423-5110

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Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

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Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

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Fiore Financial, LLC

1009 N. Center Parkway
Suite 200

Kennewick, WA 99336
509-528-7097

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Sheri A. Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

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I.D. Financial

206-774-0262

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Edward Jones - Financial Advisor: Jimmy C Du

1324 Harrison Ave NW

Olympia, WA 98502
360-764-8753

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David Witthuhn - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

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Financial Management, Inc.

7025 West Grandridge Boulevard
Suite B

Kennewick, WA 99336
509-735-7526

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

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Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

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Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

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JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

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Kevin Betz - Ameriprise Financial Services, LLC

140 S Arthur St
Ste 420

Spokane, WA 99202
509-534-3527

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Demars Financial Group

104 S Freya
Suite 218

Spokane, WA 99202
509-536-9556

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Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

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Robert Katsuno - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5485

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Sophia Spencer - Ameriprise Financial Services, LLC

1700 Hudson St
Ste 104

Longview, WA 98632
360-703-3664

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Edward Jones - Financial Advisor: Justin C Ashley, AAMS"

321 S Beech St
Suite I

Moses Lake, WA 98837
509-765-2566

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Ryan Piwowarski - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5503

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Pete Perry, MBA - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

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Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

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Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

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Thomas Nihoul - Ameriprise Financial Services, LLC

620 N Argonne Rd
Ste B

Spokane, WA 99212
509-777-0803

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Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

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Dan Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Fortress Asset Management: Stacy Shields

6908 92nd St
Court Northwest

Gig Harbor, WA 98332
602-740-2725

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CB Financial Services

1301 A Street
Suite 800

Tacoma, WA 98402
877-305-0056

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Purpose Financial Advisors, LLC

421 West Riverside Avenue
Suite 1450

Spokane, WA 99201
509-458-7709

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Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

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James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Odyssey Wealth Management

1620 Duvall Ave NE
Suite 202

Renton, WA 98059
425-226-2696

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The CJG Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0459

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First Command Financial Advisor - Cassy Randolph

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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First Command Financial Advisor - Andrew Nesburg-CLOSED

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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First Command Financial Advisor - Pat Miller-CLOSED

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

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Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

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Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

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Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

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Keith Whitman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0653

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Scott Gilbert - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0654

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

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Vincent La Cava - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-453-7188

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Pacific Crest Planning, Inc.

7139 West Deschutes Ave.
#101

Kennewick, WA 99336
509-735-4477

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Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3101

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Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

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Derek Leonard - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-436-2652

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

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Cameron Wealth Management, Inc

612 Woodland Square Loop SE
Ste 320

Lacey, WA 98503
360-528-8153

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Snider Financial Group

12505 Bel Red Road
#200

Bellevue, WA 98005
425-453-7080

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

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Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
425-467-2216

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Erin Scannell - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

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Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

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West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

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Fleenor - Zaro Wealth Management

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

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NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

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Quinn & Associates - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

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First Command Financial Advisor - Scott Smith

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

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Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Eric Breecher - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4741

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Rich Millet - Ameriprise Financial Services, LLC

3804 Kern Way
Ste B

Yakima, WA 98902
509-452-7920

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Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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David Woosley - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

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Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

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Jeff Bloomquist - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5487

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KC Smith - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

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Martin Mosbacker - Ameriprise Financial Services, LLC

1816 S Lake Stevens Rd
Ste 201

Lake Stevens, WA 98258
206-236-8054

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Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

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AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

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Dmitry Machutes

360-350-0891

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Sean McWilliams - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

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Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

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The Steele Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2335

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Deborah Clyne Oishi - Ameriprise Financial Services, LLC

3215 NW Lowell St
Ste 101

Silverdale, WA 98383
360-616-2453

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Mickey Portnoy - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3970

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Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4750

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Christopher D Stacey - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Richard Devlin - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-761-2766

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John Knight - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5017

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McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

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Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

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Jill Murphy - Ameriprise Financial Services, LLC

320 Newport Way NW

Issaquah, WA 98027
425-654-4717

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Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

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Bill Brooking, MBA - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1116

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David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4744

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Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

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Kirk Neamen - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-420-8803

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Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

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Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

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Joseph Covey, CEPA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

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Stifel | Spokane

201 West North River Drive
Suite 200

Spokane, WA 99201
509-570-5722

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The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

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Jeffrey Michael Crosby - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Riverside Payments

12500 Southeast 2nd Circle
# 240

Vancouver, WA 98684
866-720-0644

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Mark L Hartman - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

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Jason Johnson - Ameriprise Financial Services, LLC

906 W 2nd Ave
Ste 500

Spokane, WA 99201
509-466-9811

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The Cornerstone Legacy Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8076

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Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

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Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

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Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Adam J Faber - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

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Eaglecrest Financial Group - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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The Latitude 48 Group - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

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Hardy Poston Team - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0465

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First Command Financial Advisor - Stephanie Amieva

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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Thomas Janicki - Ameriprise Financial Services, Inc.

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Susan M Furman - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2258

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Joel Bakker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5472

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Erik Carlson - Ameriprise Financial Services, LLC

401 Olympia Ave NE
Ste 337

Renton, WA 98056
206-569-0143

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Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

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Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

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Gregg A Larson - Ameriprise Financial Services, LLC

4407 N Division St
Ste 601

Spokane, WA 99207
509-747-6265

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Dana Marie Ferrell - Ameriprise Financial Services, LLC

310 120th Ave NE
Ste 101

Bellevue, WA 98005
425-477-4153

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Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

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Jamie Chambers - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4752

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Jeffrey Keown - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Gregg M Quinn - Ameriprise Financial Services, LLC

7530 164th Ave NE
Ste A116

Redmond, WA 98052
425-558-3835

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Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0812

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John Rennie - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2307

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Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
206-772-0045

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David Lee - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Jeff Huff & Associates

2323 North 31st Street
Suite 200

Tacoma, WA 98403
253-759-2372

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Darlene Poch - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-503-4331

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Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3322

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Heather Faverman - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1224

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Zacarias Seto

425-289-0562

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Dwi Julyati

40 Lake Bellevue Drive
Suite 115

Bellevue, WA 98005
425-289-0560

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Charitable Advisors Network

500 Pacific Ave
Suite 200

Bremerton, WA 98337
360-627-8434

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NW Bookkeeping Services LLC

1421 SW Barlow Street
STE #2

Oak Harbor, WA 98277
360-279-2010

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Scott Loughney - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
360-573-3346

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

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Tim Vediz, CFA - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-9974

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Allegiance Wealth Management - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

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Allstate Personal Financial Representative: Derin Brooks

1300 N Mullan Rd
Ste 1310

Spokane Valley, WA 99206
509-934-7174

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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John R Nevers - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6073

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Jack Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0629

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Scott Davis - Ameriprise Financial Services, LLC

152 3rd Ave S
Ste 103A

Edmonds, WA 98020
425-245-8083

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Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1115

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Focus Advisors - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

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Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

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Jeffrey Mushen - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8636

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Ala Besharat

10220 NE Points Drive
Suite 215

Kirkland, WA 98033
425-829-1028

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Crosby Wealth Advisors - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Clinton Campbell - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Jeffrey Johnson - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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LPL Financial - Melton Capital Management

9725 Southeast 36th Street
Suite 303

Mercer Island, WA 98040
206-832-1658

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Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5321

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Blayne Barnhart - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 325

Bellingham, WA 98225
360-333-8258

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

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Per Bakken - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6088

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John E Altberg II - Ameriprise Financial Services, LLC

140 S Arthur St
Ste 420

Spokane, WA 99202
509-835-4024

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West Coast Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2465

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James M Aquino - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7590

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Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Robert Davis - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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The Carillon Point Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0633

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The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8000

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Tristan Coudriet - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Timothy T Anderson - Ameriprise Financial Services, LLC

1140 10th St
Ste 207

Bellingham, WA 98225
360-392-2836

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Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

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Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Janet Anderson - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-2027