Financial Management, Inc.

Financial Management, Inc. (CRD# 117578) is a financial advisory firm headquartered in Yakima, WA. They manage $208,722,930 in 1,670 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1,670
    ACCOUNTS
  • Average Account Value
    $124,984
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
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, CA, ID, OR, WA

Financial Advisors at Financial Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Cindi L. Berdar
CRD#: 1990203
225 W Main Street, Ste 200, Spokane, WA 99201
96
Wealthminder
score

Cindi Berdar (CRD# 1990203) is an Investment Advisor Representative working at Financial Management, Inc. in Spokane, WA and has over 27 years of experience in the finance industry. Cindi Berdar 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.

2
Terry A. Cook
CRD#: 1418789
115 N. 50th Ave., Suite B, Yakima, WA 98908
96
Wealthminder
score

Terry Cook (CRD# 1418789) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 31 years of experience in the finance industry. Terry Cook 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
Erik R. Pielstick
CRD#: 2264941
115 N. 50th Ave., Suite B, Yakima, WA 98908
96
Wealthminder
score

Erik Pielstick (CRD# 2264941) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 24 years of experience in the finance industry. Erik Pielstick 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
Jared M. Jones
CRD#: 5627593
115 N. 50th Ave., Suite B, Yakima, WA 98908
93
Wealthminder
score

Jared Jones (CRD# 5627593) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 7 years of experience in the finance industry.

5
Kathleen M. Jordan
CRD#: 1271667
225 W Main Street, Ste B, Spokane, WA 99201
93
Wealthminder
score

Kathleen Jordan (CRD# 1271667) is an Investment Advisor Representative working at Financial Management, Inc. in Spokane, WA and has over 24 years of experience in the finance industry.

6
Drew M. Schaefer
CRD#: 5710256
115 N. 50th Ave., Suite B, Yakima, WA 98908
93
Wealthminder
score

Drew Schaefer (CRD# 5710256) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 7 years of experience in the finance industry.

7
Travis J. Stolcis
CRD#: 5043297
115 N. 50th Ave., Suite B, Yakima, WA 98908
93
Wealthminder
score

Travis Stolcis (CRD# 5043297) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 10 years of experience in the finance industry.

8
Richard A. Velategui
CRD#: 2929439
225 West Main Street, Ste 200, Spokane, WA 99201
93
Wealthminder
score

Richard Velategui (CRD# 2929439) is an Investment Advisor Representative working at Financial Management, Inc. in Spokane, WA and has over 19 years of experience in the finance industry.

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