Comprehensive Wealth Management

Comprehensive Wealth Management (CRD# 116958) is a financial advisory firm headquartered in Lynnwood, WA. They manage $298,587,422 in 1,633 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3500 188th St Sw, Suite 102, Lynnwood, WA 98037
http://www.comprehensivewealth.com
By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    1,633
    ACCOUNTS
  • Average Account Value
    $182,846
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, OR, TX, VT, WA

Financial Advisors at Comprehensive Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Morgan Arford, financial advisor Lynnwood WA
Morgan L. Arford
CRD#: 4945329
4100 194th Street Sw, Suite 205, Lynnwood, WA 98036

Morgan Arford (CRD# 4945329) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 16 years of experience in the finance industry.

2
Brian Lockett, financial advisor Lynnwood WA
Brian J. Lockett
CRD#: 4573162
3500 188th St Sw, Suite 102, Lynnwood, WA 98037

Brian Lockett (CRD# 4573162) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 19 years of experience in the finance industry.

3
Kris Muhlestein, financial advisor Lynnwood WA
Kris A. Muhlestein
CRD#: 5665804
3500 188th St Sw, Suite 102, Lynnwood, WA 98037

Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 14 years of experience in the finance industry.

4
Jordan Tuchek, financial advisor Lynnwood WA
Jordan A. Tuchek
CRD#: 6314433
3500 188th St Sw, Suite 102, Lynnwood, WA 98037

Jordan Tuchek (CRD# 6314433) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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