Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 3077936
Sound Financial, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbwyatt Llc Dba Wyatt Wealth Management | Arlington, WA | Aug 2020 - Current | 3 |
| Pacific Wealth Management LLC | Arlington, WA | Aug 2020 - Feb 2022 | 1 |
| Financial Management, Inc. | Yakima, WA | Apr 2018 - Nov 2020 | 2 |
| Bbwyatt Llc Dba Financial Management | Arlington, WA | Mar 2018 - Nov 2020 | 2 |
| Mcilrath & Eck | Arlington, WA | Feb 2008 - Jun 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- WA
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Total Assets Under Management54MILLIONS
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Total Number of Accounts116ACCOUNTS
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Average Account Value$468,408
- 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
WA
Investment Advice and Financial Planning offered through Financial Management Inc. Financial Management, Inc. utilizes multiple custodians and firms throughout the industry
No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws Registered Representatives may only discuss securities with or transact business with persons who are residents of the following states: AZ, CA, CO, HI, ID, KS, NM, NV, OR, UT, WA
Check the background of this investment professional at adviserinfo.sec.gov
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