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).
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Total Assets Under Management451MILLION
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Total Number of Accounts645ACCOUNTS
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Average Account Value$699,552
- 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, WA
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.
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.
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.
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.
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.
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.
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.