Penny Bunch, financial advisor Seattle WA
89 score

Penny Bunch

CRD Number: 6327703
Current Firm: Laird Norton Wealth Management

Penny Bunch (CRD# 6327703) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 2 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Seattle WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Seattle WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Seattle WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
Laird Norton Wealth Management Seattle, WA Sep 2014 - Current 2
Laird Norton Wealth Management Seattle, WA Jan 1985 - Sep 2014 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Penny L. Bunch
Phone Number: 206-464-5100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $1,108,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, IL, NE, NY, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
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.