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).
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Total Assets Under Management771MILLION
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Total Number of Accounts1,783ACCOUNTS
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Average Account Value$432,515
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, CO, FL, MT, NY, OR, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.