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 31 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 23 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 4 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 over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.