Juetten Personal Financial Planning, LLC

Juetten Personal Financial Planning, LLC (CRD# 118564) is a financial advisory firm headquartered in , . They manage $21,000,000 in 75 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, MA, TX, WA

Financial Advisors at Juetten Personal Financial Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Stephen M. Juetten
CRD#: 4492848
Bellevue, WA
96
Wealthminder
score

Stephen Juetten (CRD# 4492848) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Bellevue, WA and has over 16 years of experience in the finance industry. Stephen Juetten 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.

2
Amy L. Shappell
CRD#: 4997666
Seattle, WA
96
Wealthminder
score

Amy Shappell (CRD# 4997666) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Seattle, WA and has over 11 years of experience in the finance industry. Amy Shappell 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
Daniel E. Maul
CRD#: 1079897
Bellevue, WA
93
Wealthminder
score

Daniel Maul (CRD# 1079897) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Bellevue, WA and has over 35 years of experience in the finance industry.

4
Linda S. Lindsay
CRD#: 6503990
Bellevue, WA
92
Wealthminder
score

Linda Lindsay (CRD# 6503990) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Bellevue, WA and has over 2 years of experience in the finance industry. Linda Lindsay 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.

5
Kyle H. Wilke
CRD#: 6705987
Bellevue, WA
91
Wealthminder
score

Kyle Wilke (CRD# 6705987) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Kyle Wilke 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
Chelsea A. Hodl
CRD#: 6723013
Bellevue, WA
88
Wealthminder
score

Chelsea Hodl (CRD# 6723013) is an Investment Advisor Representative working at Juetten Personal Financial Planning, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

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