Appropriate Balance Financial Services Inc.
Appropriate Balance Financial Services Inc. (CRD# 105458) is a financial advisory firm headquartered in Bellevue, WA. They manage $306,600,000 in 905 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management307MILLION
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Total Number of Accounts905ACCOUNTS
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Average Account Value$338,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AZ, CA, CO, DC, FL, ID, IL, OR, PA, TX, WA
Mary Ann Ferreira (CRD# 704062) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 14 years of experience in the finance industry. Mary Ann Ferreira 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.
Mark Jaeger (CRD# 1308398) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 15 years of experience in the finance industry. Mark Jaeger 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.
Reginald Tilley (CRD# 1066561) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 35 years of experience in the finance industry. Reginald Tilley 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.
Robert Pennell (CRD# 872802) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 35 years of experience in the finance industry.
Bruce Yates (CRD# 874023) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 34 years of experience in the finance industry.
Brian Johnson (CRD# 5945411) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 5 years of experience in the finance industry.
Douglas Custer (CRD# 2423737) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 23 years of experience in the finance industry. Douglas Custer 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.