Madrona Financial & Cpas

Madrona Financial & Cpas (CRD# 115753) is a financial advisory firm headquartered in Everett, WA. They manage $392,984,192 in 1,543 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details

2911 Bond Street, Suite 200, Everett, WA 98201

https://www.facebook.com/madronafinancialservices/

By the Numbers

Total Assets Under Management

393

MILLION
Total Number of Accounts

1,543

ACCOUNTS
Average Account Value

$254,688

Compensation Options

A percentage of assets under your management
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
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NC, NE, OR, TX, UT, WA

Financial Advisors at Madrona Financial & Cpas

Showing 1 - 8 of 8 top financial advisors.

Robert W. Bauer

CRD#: 4468723

2911 Bond Street, Suite 200, Everett, WA 98201

Robert Bauer (CRD# 4468723) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 15 years of experience in the finance industry.

Matthew J. Beyer

CRD#: 2899975

2911 Bond Street, Suite 200, Everett, WA 98201

Matthew Beyer (CRD# 2899975) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 26 years of experience in the finance industry.

Andrew G. Conner

CRD#: 3015473

1201 Pacific Avenue, Suite 600, Tacoma, WA 98201

Andrew Conner (CRD# 3015473) is an Investment Advisor Representative working at Madrona Financial & Cpas in Tacoma, WA and has over 25 years of experience in the finance industry.

Brian K. Evans

CRD#: 4004458

2911 Bond St. Suite 105, Everett, WA 98201

Brian Evans (CRD# 4004458) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 24 years of experience in the finance industry.

Kristi R. Henderson

CRD#: 5452082

2911 Bond Street, Suite 200, Everett, WA 98201

Kristi Henderson (CRD# 5452082) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 16 years of experience in the finance industry.

Joel A. Maher

CRD#: 6592028

2050 112th Ave Ne, Suite 130, Bellevue, WA 98004

Joel Maher (CRD# 6592028) is an Investment Advisor Representative working at Madrona Financial & Cpas in Bellevue, WA and has over 8 years of experience in the finance industry.

Michael D. Seely

CRD#: 3094488

2911 Bond Street, Suite 200, Everett, WA 98201

Michael Seely (CRD# 3094488) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 25 years of experience in the finance industry.

Nicholas C. Smelser

CRD#: 7065733

2911 Bond Street, Suite 200, Everett, WA 98201

Nicholas Smelser (CRD# 7065733) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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