Allison Spielman Advisors, LLC

Allison Spielman Advisors, LLC (CRD# 116387) is a financial advisory firm headquartered in Bellevue, WA. They manage $62,151,842 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $565,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Allison Spielman Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Katie L. Milojevich
CRD#: 4481471
1380 112th Ave. Ne, Suite 306, Bellevue, WA 98004
90
Wealthminder
score

Katie Milojevich (CRD# 4481471) is an Investment Advisor Representative working at Allison Spielman Advisors, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Katie Milojevich 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.

2
Jessica W. Kirwin
CRD#: 6773663
1380 112th Ave. Ne, Suite 306, Bellevue, WA 98004
88
Wealthminder
score

Jessica Kirwin (CRD# 6773663) is an Investment Advisor Representative working at Allison Spielman Advisors, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

3
Thomas R. Allison
CRD#: 1134023
3805 108th Ave. Ne, #100, Bellevue, WA 98004
83
Wealthminder
score

Thomas Allison (CRD# 1134023) is an Investment Advisor Representative working at Allison Spielman Advisors, LLC in Bellevue, WA and has over 34 years of experience in the finance industry.

4
Bradley K. Allen
CRD#: 2653706
1380 112th Ave. Ne, Suite 306, Bellevue, WA 98004
71
Wealthminder
score

Bradley Allen (CRD# 2653706) is an Investment Advisor Representative working at Allison Spielman Advisors, LLC in Bellevue, WA and has over 22 years of experience in the finance industry. Bradley Allen 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.

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