Soundmark Wealth Management, LLC

Soundmark Wealth Management, LLC (CRD# 121344) is a financial advisory firm headquartered in Kirkland, WA. They manage $771,174,953 in 1,783 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    771
    MILLION
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $432,515
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
  • Educational seminars/workshops
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, FL, MT, NY, OR, TX, WA

Financial Advisors at Soundmark Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John E. Buller
CRD#: 4567930
11400 - 98th Avenue Ne, Ste. 200, Kirkland, WA 98033

John Buller (CRD# 4567930) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 18 years of experience in the finance industry.

2
John C. D'amelio
CRD#: 6358485
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

John D'amelio (CRD# 6358485) 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. John D'amelio 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
Todd D. Flynn
CRD#: 4533547
11400 98th Ave Ne, Ste 200, Kirkland, WA 98033

Todd Flynn (CRD# 4533547) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 18 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.

4
Elizabeth A. Mc Queen
CRD#: 5664484
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

Elizabeth Mc Queen (CRD# 5664484) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 8 years of experience in the finance industry.

5
Therese E. Mille
CRD#: 1658942
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

Therese Mille (CRD# 1658942) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 25 years of experience in the finance industry.

6
James F. Nevers
CRD#: 5689448
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

James Nevers (CRD# 5689448) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 8 years of experience in the finance industry.

7
William J. Schultheis
CRD#: 1134680
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

William Schultheis (CRD# 1134680) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 37 years of experience in the finance industry.

8
Kaliko M. Veiseh
CRD#: 5386904
Bellaire, TX

Kaliko Veiseh (CRD# 5386904) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Bellaire, TX and has over 13 years of experience in the finance industry.

9
Benjamin D. Hicks
CRD#: 7304194
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

Benjamin Hicks (CRD# 7304194) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has 1 year of experience in the finance industry.

10
Taraneh Mozaffarian
CRD#: 7027485
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

Taraneh Mozaffarian (CRD# 7027485) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has 1 year of experience in the finance industry.

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