Paul Stoebe, financial advisor Seattle WA
90 score

Paul Stoebe

CRD Number: 6385183
Current Firm: Seattle Wealth Management LLC

Paul Stoebe (CRD# 6385183) is an Investment Advisor Representative working at Seattle Wealth Management LLC in Seattle, WA and has over 3 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Seattle WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
104
Similar Advisors
Mark Bergeron, financial advisor Seattle WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Similar Advisors
Brian Gawthrop, financial advisor Seattle WA
Brian D. Gawthrop
CRD# 4514776
Robinswood Financial
Score
103
Company Name Location Dates Years
Seattle Wealth Management LLC Seattle, WA Mar 2017 - Current 1
Commonwealth Financial Network San Diego, CA Aug 2014 - Mar 2017 2
Unemployed Seattle, WA Apr 2014 - Aug 2014 < 1
Chase Bank Seattle, WA Mar 2003 - Mar 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Paul Stoebe
Phone Number: 206-956-9445
Firm Website: http://www.seattlewm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $558,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WA

Ready to hire a financial advisor? Get competitive proposals from Paul Stoebe and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.