Personal Investment Management Inc.

Personal Investment Management Inc. (CRD# 107829) is a financial advisory firm headquartered in Redmond, WA. They manage $359,816,155 in 1,015 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    1,015
    ACCOUNTS
  • Average Account Value
    $354,499
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, LA, OR, TX, WA

Financial Advisors at Personal Investment Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Steven B. Kager
CRD#: 1873483
16701 Ne 81st St, Suite 103, Redmond, WA 98052
96
Wealthminder
score

Steven Kager (CRD# 1873483) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 29 years of experience in the finance industry. Steven Kager 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.

2
Christopher J. Reedy
CRD#: 2390079
16701 Ne 80th Street, Suite 103, Redmond, WA 98052
96
Wealthminder
score

Christopher Reedy (CRD# 2390079) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 24 years of experience in the finance industry. Christopher Reedy 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
Frank P. Bosone
CRD#: 4333346
16701 Ne 80th Street, Suite 103, Redmond, WA 98052
93
Wealthminder
score

Frank Bosone (CRD# 4333346) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 17 years of experience in the finance industry.

4
Rodney G. Coyan
CRD#: 2167423
16701 Ne 80th Street, Suite 103, Redmond, WA 98052
93
Wealthminder
score

Rodney Coyan (CRD# 2167423) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 22 years of experience in the finance industry.

5
Ronald J. Moskat
CRD#: 1680897
16701 Ne 80th Street, Suite 103, Redmond, WA 98052
93
Wealthminder
score

Ronald Moskat (CRD# 1680897) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 30 years of experience in the finance industry.

6
John F. Voigt
CRD#: 4531268
16701 Ne 80th St, Ste. # 103, Redmond, WA 98052
93
Wealthminder
score

John Voigt (CRD# 4531268) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 15 years of experience in the finance industry.

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