Morgan Wickline (CRD# 7404098) is an Investment Advisor Representative working at Helium Advisors LLC in Everett, WA and has over 2 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Helium Advisors LLC | Everett, WA | Jul 2021 - Current | 2 |
Helium Advisors | Everett, WA | May 2020 - Jul 2021 | 1 |
Washington State University | Pullman, WA | Aug 2017 - May 2021 | 3 |
Washington State University Athletics | Pullman, WA | Aug 2019 - May 2020 | < 1 |
The Ken Blanchard Companies | Escondido, CA | Jun 2019 - Aug 2019 | < 1 |
Wing Point Golf And Country Club | Bainbridge Island, WA | Jan 2015 - Jul 2018 | 3 |
Bainbridge High School | Bainbridge Island, WA | Aug 2014 - Jun 2017 | 2 |
Unemployed | Bainbridge Island, WA | Jun 2014 - Aug 2014 | < 1 |
Woodward Middle School | Bainbridge Island, WA | Jul 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- WA
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$311,179
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, NY, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.