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Distance Only Renton, 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
Mathew Roper (CRD# 2840151) is an Investment Advisor Representative working at Lincoln Investment in Renton, WA and has over 25 years of experience in the finance industry.
Patrick Rossi (CRD# 6054581) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Renton, WA and has over 11 years of experience in the finance industry.
Kelly Shelgren (CRD# 5690951) is an Investment Advisor Representative working at Lincoln Investment in Renton, WA and has over 8 years of experience in the finance industry.
Steve Shelgren (CRD# 1080260) is an Investment Advisor Representative working at Lincoln Investment in Renton, WA and has over 41 years of experience in the finance industry. Steve Shelgren 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.
Michael Skagen (CRD# 4085157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Renton, WA and has over 24 years of experience in the finance industry. Michael Skagen 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.
Aaron Smith (CRD# 5616599) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Renton, WA and has over 11 years of experience in the finance industry.
Heidi Smith (CRD# 4774551) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Renton, WA and has over 19 years of experience in the finance industry.
Lawrence Steele (CRD# 4502553) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Renton, WA and has over 13 years of experience in the finance industry.
Daniel Tam (CRD# 2526914) is an Investment Advisor Representative working at Mml Investors Services, LLC in Renton, WA and has over 29 years of experience in the finance industry.
Traci Thordarson (CRD# 2485784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Renton, WA and has over 29 years of experience in the finance industry.