Highland Private Wealth Management

Highland Private Wealth Management (CRD# 109532) is a financial advisory firm headquartered in Bellevue, WA. They manage $451,211,105 in 645 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $699,552
Compensation Options
  • 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
  • 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.

CA, LA, WA

Financial Advisors at Highland Private Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
John C. Christianson
CRD#: 1440213
305 108th Ave Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

John Christianson (CRD# 1440213) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 30 years of experience in the finance industry.

2
Benjamin R. Johnson
CRD#: 2537671
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
96
Wealthminder
score

Benjamin Johnson (CRD# 2537671) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 22 years of experience in the finance industry. Benjamin Johnson 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
Colleen T. Kroeger
CRD#: 4719827
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
90
Wealthminder
score

Colleen Kroeger (CRD# 4719827) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

4
Jeffrey W. Edgbert
CRD#: 5908077
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
89
Wealthminder
score

Jeffrey Edgbert (CRD# 5908077) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.

5
Trevor M. Christianson
CRD#: 6444388
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
87
Wealthminder
score

Trevor Christianson (CRD# 6444388) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

6
Jessica M. Fox
CRD#: 6569573
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
87
Wealthminder
score

Jessica Fox (CRD# 6569573) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

7
Michael R. Greene
CRD#: 6541680
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
87
Wealthminder
score

Michael Greene (CRD# 6541680) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

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