Madrona Financial Services, LLC

Madrona Financial Services, LLC (CRD# 115753) is a financial advisory firm headquartered in Everett, WA. They manage $140,755,834 in 900 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $156,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • 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, NC, NE, OR, TX, WA

Financial Advisors at Madrona Financial Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
David L. Johnson
CRD#: 4879552
2050 112th Avenue Northeast, Bellevue, WA 98004
96
Wealthminder
score

David Johnson (CRD# 4879552) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Bellevue, WA and has over 12 years of experience in the finance industry. David 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.

2
Robert W. Bauer
CRD#: 4468723
2911 Bond Street, Suite 200, Everett, WA 98201
93
Wealthminder
score

Robert Bauer (CRD# 4468723) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 8 years of experience in the finance industry.

3
Brian K. Evans
CRD#: 4004458
2911 Bond St. Suite 105, Everett, WA 98201
93
Wealthminder
score

Brian Evans (CRD# 4004458) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 17 years of experience in the finance industry.

4
Kristi R. Henderson
CRD#: 5452082
2911 Bond Street, Suite 200, Everett, WA 98201
93
Wealthminder
score

Kristi Henderson (CRD# 5452082) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 9 years of experience in the finance industry.

5
David J. Rumsey
CRD#: 3217549
2911 Bond Street, Suite 200, Everett, WA 98201
93
Wealthminder
score

David Rumsey (CRD# 3217549) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 15 years of experience in the finance industry.

6
Michelle R. Diers
CRD#: 6003447
2911 Bond Street, Suite 200, Everett, WA 98201
90
Wealthminder
score

Michelle Diers (CRD# 6003447) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 5 years of experience in the finance industry.

7
Frank A. Selden
CRD#: 2396838
22722 29th Dr. Se Ste 100, Bothell, WA 98021
90
Wealthminder
score

Frank Selden (CRD# 2396838) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Bothell, WA and has over 3 years of experience in the finance industry.

8
John E. Stillman
CRD#: 6395330
6015 Fayetteville Rd, Suite 213, Durham, NC 27713
88
Wealthminder
score

John Stillman (CRD# 6395330) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Durham, NC and has over 2 years of experience in the finance industry.

9
Joel A. Maher
CRD#: 6592028
2050 112th Ave Ne, Suite 130, Bellevue, WA 98004
87
Wealthminder
score

Joel Maher (CRD# 6592028) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

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