Madrona Financial Services, LLC

Madrona Financial Services, LLC (CRD# 115753) is a financial advisory firm headquartered in Everett, WA. They manage $253,571,174 in 527 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $481,160
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
  • 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.

AZ, CA, FL, NC, NE, OR, TX, WA

Financial Advisors at Madrona Financial Services, LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 Services, LLC in Everett, WA and has over 13 years of experience in the finance industry.

2
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 Services, LLC in Everett, WA and has over 24 years of experience in the finance industry. Matthew Beyer 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
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 Services, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.

4
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 Services, LLC in Everett, WA and has over 22 years of experience in the finance industry.

5
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 Services, LLC in Everett, WA and has over 14 years of experience in the finance industry.

6
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 Services, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

7
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 Services, LLC in Everett, WA and has over 23 years of experience in the finance industry.

8
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 Services, LLC in Everett, WA and has 1 year of experience in the finance industry.

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