Cassandra Van Loo (CRD# 6355542) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2022 - Current | 1 |
| Snohomish Valley Golf Center | Snohomish, WA | May 2021 - Sep 2022 | 1 |
| Alaska Airlines | Seattle, WA | Oct 2016 - Sep 2022 | 5 |
| Pointe Three Real Estate | Seattle, WA | Dec 2020 - May 2022 | 1 |
| Joey Kitchen | Seattle, WA | Jul 2020 - Aug 2021 | 1 |
| Keller Williams Real Estate | Seattle, WA | May 2018 - Dec 2020 | 2 |
| Starbucks | San Diego, CA | Sep 2015 - Oct 2016 | 1 |
| Edward Jones Investments | Marysville, WA | Jun 2014 - Aug 2016 | 2 |
| Point Loma Nazarene University | San Diego, CA | Aug 2015 - May 2016 | < 1 |
| Desert Sun | Everett, WA | May 2015 - Aug 2015 | < 1 |
| Point Loma Nazarene University | San Diego, CA | Aug 2014 - May 2015 | < 1 |
| Juicy Couture | Marysville, WA | May 2013 - Jul 2014 | 1 |
| Point Loma Nazarene University | San Diego, CA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
- WA
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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