Financial Resources Group

Financial Resources Group (CRD# 282542) is a financial advisory firm headquartered in Bellevue, WA. They manage $396,475,668 in 422 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
https://financialresourcesgroup.com
By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $939,516
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Financial Resources Group
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Penner, financial advisor Bellevue WA
Kevin L. Penner
CRD#: 6670953
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
90
Wealthminder
score

Kevin Penner (CRD# 6670953) is an Investment Advisor Representative working at Financial Resources Group in Bellevue, 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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