Concinnity Financial Inc.

Concinnity Financial Inc. (CRD# 218515) is a financial advisory firm headquartered in Spokane, WA. They manage $4,500,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $52,941
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
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.

AZ, WA

Financial Advisors at Concinnity Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas D. Rossolillo
CRD#: 5381493
4407 N Division Ste 619, Spokane, WA 99207
90
Wealthminder
score

Nicholas Rossolillo (CRD# 5381493) is an Investment Advisor Representative working at Concinnity Financial Inc. in Spokane, WA and has over 4 years of experience in the finance industry.

2
Stephen E. Ertel
CRD#: 6553056
4407 N Division Ste 619, Spokane, WA 99207
87
Wealthminder
score

Stephen Ertel (CRD# 6553056) is an Investment Advisor Representative working at Concinnity Financial Inc. in Spokane, WA and has 1 year of experience in the finance industry.

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