Soundmark Wealth Management, LLC

Soundmark Wealth Management, LLC (CRD# 121344) is a financial advisory firm headquartered in Kirkland, WA. They manage $526,000,000 in 1,330 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
http://www.soundmarkwealth.com
By the Numbers
  • Total Assets Under Management
    526
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $395,489
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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, CA, CO, DC, FL, MA, NY, OR, SD, TX, WA

Financial Advisors at Soundmark Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Todd Flynn, financial advisor Kirkland WA
Todd D. Flynn
CRD#: 4533547
11400 98th Ave Ne, Ste 200, Kirkland, WA 98033
96
Wealthminder
score

Todd Flynn (CRD# 4533547) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 15 years of experience in the finance industry. Todd Flynn 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
Joyce Bloomquist, financial advisor Kirkland WA
Joyce V. Bloomquist
CRD#: 4923711
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
93
Wealthminder
score

Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 13 years of experience in the finance industry.

3
John Buller, financial advisor Kirkland WA
John E. Buller
CRD#: 4567930
11400 - 98th Avenue Ne, Ste. 200, Kirkland, WA 98033
93
Wealthminder
score

John Buller (CRD# 4567930) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 14 years of experience in the finance industry.

4
Therese Mille, financial advisor Kirkland WA
Therese E. Mille
CRD#: 1658942
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
93
Wealthminder
score

Therese Mille (CRD# 1658942) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 22 years of experience in the finance industry.

5
Ryan Scharnhorst, financial advisor Kirkland WA
Ryan J. Scharnhorst
CRD#: 5386521
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
93
Wealthminder
score

Ryan Scharnhorst (CRD# 5386521) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 10 years of experience in the finance industry.

6
William Schultheis, financial advisor Kirkland WA
William J. Schultheis
CRD#: 1134680
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
93
Wealthminder
score

William Schultheis (CRD# 1134680) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 34 years of experience in the finance industry.

7
Kaliko Veiseh, financial advisor Boston MA
Kaliko M. Veiseh
CRD#: 5386904
Boston, MA
93
Wealthminder
score

Kaliko Veiseh (CRD# 5386904) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Boston, MA and has over 10 years of experience in the finance industry.

8
Elizabeth Mc Queen, financial advisor Kirkland WA
Elizabeth A. Mc Queen
CRD#: 5664484
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
90
Wealthminder
score

Elizabeth Mc Queen (CRD# 5664484) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 5 years of experience in the finance industry.

9
James Nevers, financial advisor Kirkland WA
James F. Nevers
CRD#: 5689448
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
90
Wealthminder
score

James Nevers (CRD# 5689448) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 5 years of experience in the finance industry.

10
John D'amelio, financial advisor Kirkland WA
John C. D'amelio
CRD#: 6358485
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
88
Wealthminder
score

John D'amelio (CRD# 6358485) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 2 years of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals