Sharebuilder 401k

Sharebuilder 401k (CRD# 300537) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 52 states (or territories).

Current Firm Details
801 Second Ave, Suite 1400, Seattle, WA 98104
https://www.sharebuilder401k.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sharebuilder 401k
Showing 11 - 16 of 16 top financial advisors.
11
Jacob Keil, financial advisor Seattle WA
Jacob W. Keil
CRD#: 5727038
801 Second Ave, Suite 1400, Seattle, WA 98104

Jacob Keil (CRD# 5727038) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has over 14 years of experience in the finance industry.

12
Kendrick Kronthal, financial advisor Seattle WA
Kendrick F. Kronthal
CRD#: 7694738
801 Second Ave, Suite 1400, Seattle, WA 98104

Kendrick Kronthal (CRD# 7694738) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has 1 year of experience in the finance industry.

13
Matthew Marengo, financial advisor Seattle WA
Matthew D. Marengo
CRD#: 7488771
801 Second Ave, Suite 1400, Seattle, WA 98104

Matthew Marengo (CRD# 7488771) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has over 2 years of experience in the finance industry.

14
Ryan Boy Omli, financial advisor Seattle WA
Ryan Boy M. Omli
CRD#: 5259752
801 Second Ave, Suite 1400, Seattle, WA 98104

Ryan Boy Omli (CRD# 5259752) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has over 15 years of experience in the finance industry.

15
James Shen, financial advisor Seattle WA
James T. Shen
CRD#: 4659338
801 Second Ave, Suite 1400, Seattle, WA 98104

James Shen (CRD# 4659338) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has over 12 years of experience in the finance industry.

16
Duncan Varela, financial advisor Seattle WA
Duncan M. Varela
CRD#: 7448779
801 Second Ave, Suite 1400, Seattle, WA 98104

Duncan Varela (CRD# 7448779) is an Investment Advisor Representative working at Sharebuilder 401k in Seattle, WA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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