Fsic

Fsic (CRD# 37813) is a financial advisory firm headquartered in Edmonds, WA. They manage $508,206,140 in 3,997 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    3,997
    ACCOUNTS
  • Average Account Value
    $127,147
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
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, FL, IA, ID, IL, LA, MI, MN, MT, NC, NE, NY, OR, SC, TN, TX, WA

Financial Advisors at Fsic
Showing 1 - 10 of 15 top financial advisors.
1
Angela M. Giboney
CRD#: 4337938
Bothell, WA
103
Wealthminder
score

Angela Giboney (CRD# 4337938) is an Investment Advisor Representative working at Fsic in Bothell, WA and has over 17 years of experience in the finance industry. Angela Giboney 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
Marie R. Lemme
CRD#: 4011231
152 3rd Ave South, Suite 202, Edmonds, WA 98020
96
Wealthminder
score

Marie Lemme (CRD# 4011231) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 18 years of experience in the finance industry.

3
Henrik K. Andresen
CRD#: 2756324
152 3rd Ave South, Suite 202, Edmonds, WA 98020
93
Wealthminder
score

Henrik Andresen (CRD# 2756324) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 16 years of experience in the finance industry.

4
Neil E. Larson
CRD#: 4534466
152 3rd Ave South, Suite 202, Edmonds, WA 98020
93
Wealthminder
score

Neil Larson (CRD# 4534466) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 16 years of experience in the finance industry.

5
Greg T. Meinhardt
CRD#: 1663427
Seattle, WA
93
Wealthminder
score

Greg Meinhardt (CRD# 1663427) is an Investment Advisor Representative working at Fsic in Seattle, WA and has over 30 years of experience in the finance industry.

6
Jere R. Meyer
CRD#: 2812504
152 3rd Ave South, Suite 202, Edmonds, WA 98020
93
Wealthminder
score

Jere Meyer (CRD# 2812504) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 21 years of experience in the finance industry.

7
John G. O'connell
CRD#: 867729
152 3rd Ave South, Suite 202, Edmonds, WA 98020
93
Wealthminder
score

John O'connell (CRD# 867729) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 37 years of experience in the finance industry.

8
Jay Schwartz
CRD#: 4406791
4847 California Ave Sw, Ste 100, Seattle, WA 98116
93
Wealthminder
score

Jay Schwartz (CRD# 4406791) is an Investment Advisor Representative working at Fsic in Seattle, WA and has over 16 years of experience in the finance industry.

9
Gary P. Kallio
CRD#: 864568
Bothell, WA
90
Wealthminder
score

Gary Kallio (CRD# 864568) is an Investment Advisor Representative working at Fsic in Bothell, WA and has 1 year of experience in the finance industry. Gary Kallio 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
Kurt A. Roddy
CRD#: 2480228
152 3rd Ave South, Suite 202, Edmonds, WA 98020
86
Wealthminder
score

Kurt Roddy (CRD# 2480228) is an Investment Advisor Representative working at Fsic in Edmonds, WA and has over 24 years of experience in the finance industry.

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