Highland Private Wealth Management

Highland Private Wealth Management (CRD# 109532) is a financial advisory firm headquartered in Bellevue, WA. They manage $816,806,638 in 988 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    817
    MILLION
  • Total Number of Accounts
    988
    ACCOUNTS
  • Average Account Value
    $826,727
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 - 10 of 11 top financial advisors.
1
John C. Christianson
CRD#: 1440213
305 108th Ave Ne, Suite 102, Bellevue, WA 98004

John Christianson (CRD# 1440213) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 34 years of experience in the finance industry.

2
Betsy J. Cole
CRD#: 4667304
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Betsy Cole (CRD# 4667304) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 16 years of experience in the finance industry.

3
Jeffrey W. Edgbert
CRD#: 5908077
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Jeffrey Edgbert (CRD# 5908077) 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.

4
Michael R. Greene
CRD#: 6541680
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Michael Greene (CRD# 6541680) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 5 years of experience in the finance industry.

5
Benjamin R. Johnson
CRD#: 2537671
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Benjamin Johnson (CRD# 2537671) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 26 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.

6
Colleen T. Kroeger
CRD#: 4719827
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

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.

7
Rebecca Miles
CRD#: 6062376
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Rebecca Miles (CRD# 6062376) 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. 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.

8
Michael L. Milojevich
CRD#: 5298204
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Michael Milojevich (CRD# 5298204) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 13 years of experience in the finance industry.

9
Cassandra G. Scroggs
CRD#: 5956416
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Cassandra Scroggs (CRD# 5956416) 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.

10
Benjamin Wicks
CRD#: 5268232
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004

Benjamin Wicks (CRD# 5268232) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 13 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.

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