Selective Wealth Management, Inc.

Selective Wealth Management, Inc. (CRD# 164882) is a financial advisory firm headquartered in Forest, VA. They manage $392,478,082 in 2,000 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $196,239
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Selective Wealth Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Christopher J. Devlin
CRD#: 6093992
1149 Vista Park Drive, Unit D, Forest, VA 24551

Christopher Devlin (CRD# 6093992) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 12 years of experience in the finance industry.

2
Shannon W. Kirkpatrick
CRD#: 6916348
1149 Vista Park Drive, Unit D, Forest, VA 24551

Shannon Kirkpatrick (CRD# 6916348) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry.

3
Brian T. Liedstrand
CRD#: 6339738
1149 Vista Park Drive, Unit D, Forest, VA 24551

Brian Liedstrand (CRD# 6339738) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 9 years of experience in the finance industry.

4
Andrew J. Neiderer
CRD#: 6275351
1149 Vista Park Drive, Unit D, Forest, VA 24551

Andrew Neiderer (CRD# 6275351) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 7 years of experience in the finance industry.

5
Joshua R. Standeven
CRD#: 6163943
1149 Vista Park Drive, Unit D, Forest, VA 24551

Joshua Standeven (CRD# 6163943) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 11 years of experience in the finance industry.

6
Marjun Tare
CRD#: 6841791
1149 Vista Park Drive, Unit D, Forest, VA 24551

Marjun Tare (CRD# 6841791) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry.

7
Matthew L. Turner
CRD#: 4734781
1149 Vista Park Drive, Unit D, Forest, VA 24551

Matthew Turner (CRD# 4734781) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 20 years of experience in the finance industry.

8
Seth M. Deaver
CRD#: 6494685
1149 Vista Park Drive, Unit D, Forest, VA 24551

Seth Deaver (CRD# 6494685) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 4 years of experience in the finance industry.

9
Trent C. Tarnstrom
CRD#: 7618339
1149 Vista Park Drive, Unit D, Forest, VA 24551

Trent Tarnstrom (CRD# 7618339) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has 1 year of experience in the finance industry.

10
Robert G. Wigfield
CRD#: 7277469
1149 Vista Park Drive, Unit D, Forest, VA 24551

Robert Wigfield (CRD# 7277469) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 3 years of experience in the finance industry.

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