Wayfinding Financial, LLC
Wayfinding Financial, LLC (CRD# 306208) is a financial advisory firm headquartered in Lynnwood, WA. They manage $292,402,854 in 908 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts908ACCOUNTS
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Average Account Value$322,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, NE, OR, TX, WA
Cathie Arthurs (CRD# 5073528) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 17 years of experience in the finance industry.
Donald O'neal (CRD# 705908) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 40 years of experience in the finance industry.
Trent O'neal (CRD# 5633010) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 14 years of experience in the finance industry.