Nicholas Smelser (CRD# 7065733) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 3 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 |
|---|---|---|---|
| Madrona Financial Services, LLC | Everett, WA | Jun 2018 - Current | 5 |
| Papa Murphy's Pizza | Pullman, WA | Mar 2018 - May 2018 | < 1 |
| Union Market | Pullman, WA | Aug 2017 - May 2018 | < 1 |
| Washington State University | Pullman, WA | Aug 2016 - May 2018 | 1 |
| Staff Pro | Pullman, WA | Sep 2016 - Apr 2018 | 1 |
| Washington State University | Pullman, WA | Jan 2018 - Mar 2018 | < 1 |
| The Zzu Bar & Grill | Pullman, WA | Sep 2016 - Mar 2017 | < 1 |
| Sol Food | Everett, WA | Oct 2015 - Jul 2016 | < 1 |
| Edmonds Community College | Lynnwood, WA | Sep 2012 - Apr 2016 | 3 |
| Best Buy | Everett, WA | Oct 2015 - Mar 2016 | < 1 |
| Old Navy | Everett, WA | Oct 2014 - Sep 2015 | < 1 |
| Fred Meyers | Everett, WA | Jul 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- WA
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts1,543ACCOUNTS
-
Average Account Value$254,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, NC, NE, OR, TX, UT, WA
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