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 20 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 12 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 20 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 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.