Palisade Investments, LLC

Palisade Investments, LLC (CRD# 124776) is a financial advisory firm headquartered in Zephyr Cove, NV. They manage $393,519,104 in 801 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    801
    ACCOUNTS
  • Average Account Value
    $491,285
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
The map below shows states where this firm has explicit registration only.

CA, CO, MI, NV, TX, WA

Financial Advisors at Palisade Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven M. Burkett
CRD#: 2397695
625 Highway 50, Suite 301, Zephyr Cove, NV 89448

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
Robin Desota
CRD#: 2779694
625 Highway 50, Suite 301, Zephyr Cove, NV 89448

Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.

3
Scott T. Miller
CRD#: 2773236
625 Highway 50, Suite 301, Zephyr Cove, NV 89448

Scott Miller (CRD# 2773236) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.

4
Karen M. Pride
CRD#: 4042499
625 Highway 50, Suite 301, Zephyr Cove, NV 89448

Karen Pride (CRD# 4042499) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 24 years of experience in the finance industry.

5
Lawrence H. Sidney
CRD#: 7130701
625 Highway 50, Suite 301, Zephyr Cove, NV 89448

Lawrence Sidney (CRD# 7130701) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 4 years of experience in the finance industry.

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