Avalan, LLC

Avalan, LLC (CRD# 156109) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $405,417,977 in 620 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $653,900
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, TX, UT, WA

Financial Advisors at Avalan, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kathryn E. Courain
CRD#: 4062768
233 E Carillo, Suite B, Santa Barbara, CA 93101

Kathryn Courain (CRD# 4062768) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.

2
Jeffrey C. Hall
CRD#: 6940918
233 E Carillo, Suite B, Santa Barbara, CA 93101

Jeffrey Hall (CRD# 6940918) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.

3
Jeffrey F. Jagard
CRD#: 4601379
233 E Carillo, Suite B, Santa Barbara, CA 93101

Jeffrey Jagard (CRD# 4601379) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.

4
Rahul S. Kalsi
CRD#: 5437468
Chicago, IL

Rahul Kalsi (CRD# 5437468) is an Investment Advisor Representative working at Avalan, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

5
Elizabeth A. Saghi
CRD#: 707605
233 E Carillo, Suite B, Santa Barbara, CA 93101

Elizabeth Saghi (CRD# 707605) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry.

6
Richard A. Schuette
CRD#: 2907767
233 E Carillo, Suite B, Santa Barbara, CA 93101

Richard Schuette (CRD# 2907767) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

7
Casey W. Slemmons
CRD#: 5613907
233 E Carillo, Suite B, Santa Barbara, CA 93101

Casey Slemmons (CRD# 5613907) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

8
Jeffery D. Thompson
CRD#: 5866005
233 E Carillo, Suite B, Santa Barbara, CA 93101

Jeffery Thompson (CRD# 5866005) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.

9
Peter W. Madlem
CRD#: 1363143
233 E Carillo, Suite B, Santa Barbara, CA 93101

Peter Madlem (CRD# 1363143) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 37 years of experience in the finance industry.

10
Sean P. Madlem
CRD#: 7265071
233 E Carillo, Suite B, Santa Barbara, CA 93101

Sean Madlem (CRD# 7265071) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

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