Ryan ColkittCRD Number: 7026681
Current Firm: Trutina Financial
Ryan Colkitt (CRD# 7026681) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 4 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Trutina Financial||Bellevue, WA||Jan 2020 - Current||3|
|Goldbloom Wealth Management LLC||Bellevue, WA||Sep 2018 - Jan 2020||1|
|Goldbloom Wealth Management||Bellevue, WA||Mar 2017 - Jan 2020||2|
|Bay Laurel Catering||Seattle, WA||Oct 2015 - Feb 2017||1|
|Honda Of Sumner||Sumner, WA||Mar 2015 - Aug 2015||< 1|
|Minor Unemployed||Puyallup, WA||Sep 2008 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management942MILLIONS
Total Number of Accounts1,119ACCOUNTS
Average Account Value$841,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, IA, OR, TX, WA
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