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Distance Only Kirkland, WA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michelle Sager (CRD# 5428583) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kirkland, WA and has over 16 years of experience in the finance industry.
John Salisbury (CRD# 2253840) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kirkland, WA and has over 31 years of experience in the finance industry.
Evan Schmidt (CRD# 5724516) is an Investment Advisor Representative working at Schmidt Financial Management in Kirkland, WA and has over 14 years of experience in the finance industry. Evan Schmidt has taken additional exams to become 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.
Heidi Schmitz (CRD# 4740986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kirkland, WA and has over 7 years of experience in the finance industry.
William Schultheis (CRD# 1134680) is an Investment Advisor Representative working at Edelman Financial Engines in Kirkland, WA and has over 40 years of experience in the finance industry.
Michelle Scoggins (CRD# 4176269) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has over 19 years of experience in the finance industry.
Scott Settle (CRD# 4137325) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kirkland, WA and has over 23 years of experience in the finance industry.
Michelle Sfanos (CRD# 3245189) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has over 24 years of experience in the finance industry.
Cory Shepard (CRD# 5060302) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kirkland, WA and has over 18 years of experience in the finance industry.
David Simpson (CRD# 4303850) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Kirkland, WA and has over 23 years of experience in the finance industry. David Simpson has taken additional exams to become 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.