Financial Freedom For Dentists LLC

Financial Freedom For Dentists LLC (CRD# 301981) is a financial advisory firm headquartered in Snoqualmie, WA. They manage $125,400,000 in 514 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
34627 Se Swenson Dr., Suite 100, Snoqualmie, WA 98065
https://www.linkedin.com/in/nathan-ricks-81b12363/
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $243,969
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, MT, OR, WA

Financial Advisors at Financial Freedom For Dentists LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nathan Ricks, financial advisor Snoqualmie WA
Nathan J. Ricks
CRD#: 2630065
34627 Se Swenson Dr., Suite 100, Snoqualmie, WA 98065

Nathan Ricks (CRD# 2630065) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has over 28 years of experience in the finance industry.

2
Loyd Burleson, financial advisor Snoqualmie WA
Loyd Burleson
CRD#: 7210322
34627 Se Swenson Dr., Suite 100, Snoqualmie, WA 98065

Loyd Burleson (CRD# 7210322) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has over 2 years of experience in the finance industry.

3
Christian Sessions, financial advisor Snoqualmie WA
Christian J. Sessions
CRD#: 7777119
34627 Se Swenson Dr., Suite 100, Snoqualmie, WA 98065

Christian Sessions (CRD# 7777119) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has 1 year 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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