Skyline Advisors, Inc.

Skyline Advisors, Inc. (CRD# 188511) is a financial advisory firm headquartered in Bellingham, WA. They manage $126,744,324 in 1,020 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $124,259
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
  • Pension consulting services
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, WA

Financial Advisors at Skyline Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Gerald S. Wallace
CRD#: 2317074
405 32nd Street, Suite 201, Bellingham, WA 98225
96
Wealthminder
score

Gerald Wallace (CRD# 2317074) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 23 years of experience in the finance industry. Gerald Wallace 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
Mark L. Wallace
CRD#: 3133164
405 32nd Street, Suite 201, Bellingham, WA 98225
96
Wealthminder
score

Mark Wallace (CRD# 3133164) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 18 years of experience in the finance industry. Mark Wallace 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
Deka B. Wiebusch
CRD#: 4952491
405 32nd Street, Suite 201, Bellingham, WA 98225
93
Wealthminder
score

Deka Wiebusch (CRD# 4952491) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 11 years of experience in the finance industry.

4
Mark C. Logan
CRD#: 2501428
405 32nd Street, Suite 201, Bellingham, WA 98225
86
Wealthminder
score

Mark Logan (CRD# 2501428) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 22 years of experience in the finance industry. Mark Logan 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.

5
William Unrein
CRD#: 2760504
405 32nd Street, Suite 201, Bellingham, WA 98225
83
Wealthminder
score

William Unrein (CRD# 2760504) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 20 years of experience in the finance industry.

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