Highland Private Wealth Management
Highland Private Wealth Management (CRD# 109532) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,325,816,559 in 1,408 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management1,326MILLION
-
Total Number of Accounts1,408ACCOUNTS
-
Average Account Value$941,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, LA, OR, TX, WA
John Christianson (CRD# 1440213) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 36 years of experience in the finance industry.
Jeffrey Edgbert (CRD# 5908077) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.
Michael Greene (CRD# 6541680) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry. Michael Greene 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.
Benjamin Johnson (CRD# 2537671) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 27 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.
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.
Rebecca Miles (CRD# 6062376) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry. Rebecca Miles 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.
Michael Milojevich (CRD# 5298204) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 15 years of experience in the finance industry.
Kyle Thomas (CRD# 6771574) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 7 years of experience in the finance industry. Kyle Thomas 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.
Benjamin Wicks (CRD# 5268232) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 15 years of experience in the finance industry. Benjamin Wicks 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.
Jaeseung Chang (CRD# 6545094) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry. Jaeseung Chang 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.