Ramsey & Associates Inc.

Ramsey & Associates Inc. (CRD# 109475) is a financial advisory firm headquartered in Seattle, WA. They manage $189,088,025 in 377 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $501,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

CA, TX, WA

Financial Advisors at Ramsey & Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Shawn Donnelly
CRD#: 2712534
1730 N. Northlake Way, Suite 3301, Seattle, WA 98103
96
Wealthminder
score

Shawn Donnelly (CRD# 2712534) is an Investment Advisor Representative working at Ramsey & Associates Inc. in Seattle, WA and has over 18 years of experience in the finance industry. Shawn Donnelly 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
Karen S. Ramsey
CRD#: 2129353
1730 N. Northlake Way, Suite 3301, Seattle, WA 98103
96
Wealthminder
score

Karen Ramsey (CRD# 2129353) is an Investment Advisor Representative working at Ramsey & Associates Inc. in Seattle, WA and has over 26 years of experience in the finance industry. Karen Ramsey 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
Britteny A. Caldwell
CRD#: 5669746
1730 N. Northlake Way, Suite 3301, Seattle, WA 98103
93
Wealthminder
score

Britteny Caldwell (CRD# 5669746) is an Investment Advisor Representative working at Ramsey & Associates Inc. in Seattle, WA and has over 8 years of experience in the finance industry.

4
Brian L. Woodward
CRD#: 1763514
1730 N. Northlake Way, Suite 3301, Seattle, WA 98103
93
Wealthminder
score

Brian Woodward (CRD# 1763514) is an Investment Advisor Representative working at Ramsey & Associates Inc. in Seattle, WA and has over 30 years of experience in the finance industry.

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