Avalan, LLC

Avalan, LLC (CRD# 156109) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $149,600,000 in 414 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $361,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Avalan, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard A. Schuette
CRD#: 2907767
233 E Carillo, Suite B, Santa Barbara, CA 93101
96
Wealthminder
score

Richard Schuette (CRD# 2907767) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry. Richard Schuette 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
Kathryn E. Courain
CRD#: 4062768
233 E Carillo, Suite B, Santa Barbara, CA 93101
93
Wealthminder
score

Kathryn Courain (CRD# 4062768) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

3
Sharon G. Debruyn
CRD#: 1813145
233 E Carillo, Suite B, Santa Barbara, CA 93101
93
Wealthminder
score

Sharon Debruyn (CRD# 1813145) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.

4
Rahul S. Kalsi
CRD#: 5437468
Chicago, IL
90
Wealthminder
score

Rahul Kalsi (CRD# 5437468) is an Investment Advisor Representative working at Avalan, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

5
Nayivi V. Velez
CRD#: 6133809
2945 Townsgate Rd., #120, Westlake Village, CA 91361
90
Wealthminder
score

Nayivi Velez (CRD# 6133809) is an Investment Advisor Representative working at Avalan, LLC in Westlake Village, CA and has 1 year of experience in the finance industry. Nayivi Velez 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.

6
Andrew S. Brooks
CRD#: 6298132
233 E Carillo, Suite B, Santa Barbara, CA 93101
88
Wealthminder
score

Andrew Brooks (CRD# 6298132) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.

7
Jon W. Courtney
CRD#: 4705452
2945 Townsgate Rd, #120, Westlake Village, CA 91361
86
Wealthminder
score

Jon Courtney (CRD# 4705452) is an Investment Advisor Representative working at Avalan, LLC in Westlake Village, CA and has over 14 years of experience in the finance industry. Jon Courtney 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.