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Distance Metro area (25 miles)
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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
James Dockens (CRD# 2947707) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bonney Lake, WA and has over 26 years of experience in the finance industry.
Shane Klingenstein (CRD# 3004707) is an Investment Advisor Representative working at Edward Jones in Bonney Lake, WA and has over 26 years of experience in the finance industry.
Eva Plaster (CRD# 4422959) is an Investment Advisor Representative working at Edward Jones in Bonney Lake, WA and has over 15 years of experience in the finance industry.
Adriane Shaw (CRD# 5527546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonney Lake, WA and has over 15 years of experience in the finance industry.
Carl Hessel (CRD# 7369574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bonney Lake, WA and has over 2 years of experience in the finance industry.
Gina Humphries (CRD# 7453047) is an Investment Advisor Representative working at Edward Jones in Bonney Lake, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Phil Abraham (CRD# 7043324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Benjamin Addink (CRD# 4387214) is an Investment Advisor Representative working at Columbia River Advisors in Federal Way, WA and has over 22 years of experience in the finance industry.
Brian Airey (CRD# 5710682) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tacoma, WA and has over 14 years of experience in the finance industry.