Financial Management, Inc.

Financial Management, Inc. (CRD# 117578) is a financial advisory firm headquartered in Yakima, WA. They manage $252,698,050 in 1,947 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    1,947
    ACCOUNTS
  • Average Account Value
    $129,788
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 - 10 of 15 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 28 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 32 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 25 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
Kenneth E. Reeves
CRD#: 1801609
115 N. 50th Ave., Suite B, Yakima, WA 98908
96
Wealthminder
score

Kenneth Reeves (CRD# 1801609) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 20 years of experience in the finance industry. Kenneth Reeves 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
Robert A. Vickers
CRD#: 2603508
115 No. 50th Ave., Suite B, Yakima, WA 98908
96
Wealthminder
score

Robert Vickers (CRD# 2603508) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 23 years of experience in the finance industry.

6
Richard P. Cullen
CRD#: 6092944
221 W Main Street, Ste 200, Spokane, WA 99201
93
Wealthminder
score

Richard Cullen (CRD# 6092944) is an Investment Advisor Representative working at Financial Management, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.

7
Ryan Heacock
CRD#: 5519791
115 N. 50th Ave., Suite B, Yakima, WA 98908
93
Wealthminder
score

Ryan Heacock (CRD# 5519791) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 9 years of experience in the finance industry.

8
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 9 years of experience in the finance industry.

9
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 25 years of experience in the finance industry.

10
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 8 years of experience in the finance industry.

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