Blue Canoe Financial Planning

Blue Canoe Financial Planning (CRD# 167976) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
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 Blue Canoe Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Ralph T. White
CRD#: 3251883
1200 Westlake Ave North, Suite 603, Seattle, WA 98109
96
Wealthminder
score

Ralph White (CRD# 3251883) is an Investment Advisor Representative working at Blue Canoe Financial Planning in Seattle, WA and has over 14 years of experience in the finance industry. Ralph White 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
Nancy L. Dienes
CRD#: 5608652
1200 Westlake Ave North, Suite 603, Seattle, WA 98109
90
Wealthminder
score

Nancy Dienes (CRD# 5608652) is an Investment Advisor Representative working at Blue Canoe Financial Planning in Seattle, WA and has 1 year of experience in the finance industry. Nancy Dienes 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.

3
Holly L. Davis
CRD#: 6566082
1200 Westlake Ave North, Suite 603, Seattle, WA 98109
87
Wealthminder
score

Holly Davis (CRD# 6566082) is an Investment Advisor Representative working at Blue Canoe Financial Planning in Seattle, WA and has over 2 years of experience in the finance industry.

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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.