Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Richard Budke, financial advisor Bellevue WA
93 score

Richard Budke

CRD Number: 4468718
Current Firm: Trutina Financial

Richard Budke (CRD# 4468718) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services LLC Louisville, KY Nov 2013 - Current 2
Trutina Financial (dba Of Bellevue Financial) Bellevue, WA Jul 2005 - Current 11
Signator Financial Services, Inc. Bellevue, WA Sep 2013 - Oct 2013 < 1
Symetra Investment Services, Inc. Bellevue, WA Jul 2009 - Sep 2013 4
Storehouse Partners Bellevue, WA Jul 2009 - Sep 2010 1
Linsco/private Ledger Bellevue, WA Oct 2001 - Jul 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Richard L. Budke
Phone Number: 425-401-1211
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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