Palisade Investments, LLC

Palisade Investments, LLC (CRD# 124776) is a financial advisory firm headquartered in , . They manage $151,899,241 in 140 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $1,084,995
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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, CO, NV, TX, WA

Financial Advisors at Palisade Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven M. Burkett
CRD#: 2397695
2903 199th PL SE, Bothell, WA 98012
101
Wealthminder
score

Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.

 

Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA.  He works with individuals and families to help them achieve their financial goals.  In addition, he helps small and medium sized buisness manage their 401(k) plans.  Steve provides advice in a fiduciary capacity.

2
Scott T. Miller
CRD#: 2773236
Zephyr Cove, NV
93
Wealthminder
score

Scott Miller (CRD# 2773236) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 21 years of experience in the finance industry.

3
Maria Shanley
CRD#: 4738818
Zephyr Cove, NV
93
Wealthminder
score

Maria Shanley (CRD# 4738818) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 13 years of experience in the finance industry.

4
Robin Desota
CRD#: 2779694
Zephyr Cove, NV
73
Wealthminder
score

Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 21 years of experience in the finance industry.

5
Karen M. Pride
CRD#: 4042499
Zephyr Cove, NV
73
Wealthminder
score

Karen Pride (CRD# 4042499) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.