Ponderosa Wealth Management
Ponderosa Wealth Management (CRD# 113792) is a financial advisory firm headquartered in Spokane, WA. They manage $64,146,414 in 158 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts158ACCOUNTS
Average Account Value$405,990
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, WA
Michael Strasser (CRD# 2004820) is an Investment Advisor Representative working at Ponderosa Wealth Management in Spokane, WA and has over 28 years of experience in the finance industry.
Janie Strasser (CRD# 4451218) is an Investment Advisor Representative working at Ponderosa Wealth Management in Spokane, WA and has 1 year of experience in the finance industry. Janie Strasser 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.