Allison Spielman Advisors, LLC

Allison Spielman Advisors, LLC (CRD# 116387) is a financial advisory firm headquartered in Bellevue, WA. They manage $56,686,046 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $497,246
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 - 3 of 3 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
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 33 years of experience in the finance industry.

3
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 21 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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