Lynda Bartsch, financial advisor Lynnwood WA

Lynda Bartsch

CRD Number: 2725382
Current Firm: Chaney Capital Management Inc.

Lynda Bartsch (CRD# 2725382) is an Investment Advisor Representative working at Chaney Capital Management Inc. in Lynnwood, WA and has over 25 years of experience in the finance industry.

Similar Advisors
Brian Wyatt, financial advisor Lynnwood WA
Brian O. Wyatt
CRD# 5438563
Wyatt Wealth Management
Similar Advisors
Jeffrey Janeway, financial advisor Lynnwood WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Lynnwood WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Company Name Location Dates Years
Chaney Capital Mangement Inc. Edmonds, WA Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Lynda M. Bartsch
Phone Number: 425-673-4060
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    1,098
    ACCOUNTS
  • Average Account Value
    $312,386
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Lynda Bartsch and other advisors.
BADGES

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.