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 13 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 1 year of experience in the finance industry.

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