Dw Investment Solutions, Inc.

Dw Investment Solutions, Inc. (CRD# 150471) is a financial advisory firm headquartered in Spokane Valley, WA. They manage $90,028,786 in 262 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 13657, Spokane Valley, WA 99213
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $343,621
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
The map below shows states where this firm has explicit registration only.

LA, TX, WA

Financial Advisors at Dw Investment Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Linda Walker, financial advisor Spokane Valley WA
Linda D. Walker
CRD#: 5083189
Spokane Valley, WA

Linda Walker (CRD# 5083189) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 17 years of experience in the finance industry.

2
Christie Rooney, financial advisor Spokane Valley WA
Christie M. Rooney
CRD#: 5905463
Spokane Valley, WA

Christie Rooney (CRD# 5905463) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 2 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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