Financial Advocates Investment Management

Financial Advocates Investment Management (CRD# 151298) is a financial advisory firm headquartered in Olympia, WA. They manage $1,086,699,000 in 6,384 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,087
    MILLION
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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.

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

Financial Advisors at Financial Advocates Investment Management
Showing 1 - 10 of 99 top financial advisors.
1
Lance E. Peters
CRD#: 2197862
22525 Se 64th Pl, Suite 259, Issaquah, WA 98027
98
Wealthminder
score

Lance Peters (CRD# 2197862) is an Investment Advisor Representative working at Financial Advocates Investment Management in Issaquah, WA and has over 25 years of experience in the finance industry.

2
Bradley A. Berger
CRD#: 2167755
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

Bradley Berger (CRD# 2167755) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 26 years of experience in the finance industry. Bradley Berger 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
Mark A. Griffin
CRD#: 2759061
10735 Kenai Sper Hwy, Suite 3, Kenai, AK 99611
96
Wealthminder
score

Mark Griffin (CRD# 2759061) is an Investment Advisor Representative working at Financial Advocates Investment Management in Kenai, AK and has over 21 years of experience in the finance industry. Mark Griffin 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.

4
William T. Harder
CRD#: 5573792
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

William Harder (CRD# 5573792) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 9 years of experience in the finance industry. William Harder 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.

5
Bradley J. Hoyt
CRD#: 1046245
123 E 2nd Ave, Spokane, WA 99202
96
Wealthminder
score

Bradley Hoyt (CRD# 1046245) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 35 years of experience in the finance industry. Bradley Hoyt 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.

6
Brian K. Kerrigan
CRD#: 1718513
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

Brian Kerrigan (CRD# 1718513) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry.

7
Michael K. Pickles
CRD#: 2999848
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

Michael Pickles (CRD# 2999848) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 14 years of experience in the finance industry. Michael Pickles 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.

8
John G. Roeller
CRD#: 2180412
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

John Roeller (CRD# 2180412) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry. John Roeller 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.

9
Donald H. Schindler
CRD#: 2633760
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

Donald Schindler (CRD# 2633760) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 22 years of experience in the finance industry. Donald Schindler 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.

10
John M. Strassman
CRD#: 1590015
1601 Cooper Point Road Nw, Olympia, WA 98502
96
Wealthminder
score

John Strassman (CRD# 1590015) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 27 years of experience in the finance industry. John Strassman 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.

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