Synergy Asset Management, LLC

Synergy Asset Management, LLC (CRD# 117201) is a financial advisory firm headquartered in Vancouver, WA. They manage $823,706,675 in 5,972 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684
https://bizfinplan.com/
By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • Total Number of Accounts
    5,972
    ACCOUNTS
  • Average Account Value
    $137,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Synergy Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Joseph Maas, financial advisor Vancouver WA
Joseph M. Maas
CRD#: 2170891
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Joseph Maas (CRD# 2170891) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has over 33 years of experience in the finance industry.

2
Francis Roman, financial advisor Vancouver WA
Francis J. Roman
CRD#: 6748585
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Francis Roman (CRD# 6748585) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has over 7 years of experience in the finance industry.

3
Kevin Williams, financial advisor Vancouver WA
Kevin J. Williams
CRD#: 2537082
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Kevin Williams (CRD# 2537082) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has over 29 years of experience in the finance industry.

4
Kellie Chandler, financial advisor Vancouver WA
Kellie Chandler
CRD#: 7296435
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Kellie Chandler (CRD# 7296435) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.

5
Todd Jessup, financial advisor Vancouver WA
Todd S. Jessup
CRD#: 4575423
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Todd Jessup (CRD# 4575423) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has over 21 years of experience in the finance industry.

6
Ryan Rippy, financial advisor Payson AZ
Ryan T. Rippy
CRD#: 7910846
Payson, AZ

Ryan Rippy (CRD# 7910846) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Payson, AZ and has 1 year of experience in the finance industry.

7
Mary Robertson, financial advisor Vancouver WA
Mary K. Robertson
CRD#: 3188646
13215 Se Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684

Mary Robertson (CRD# 3188646) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Vancouver, WA and has over 2 years of experience in the finance industry.

8
Jason Zalarick, financial advisor Whitehouse Station NJ
Jason Y. Zalarick
CRD#: 3128068
Whitehouse Station, NJ

Jason Zalarick (CRD# 3128068) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Whitehouse Station, NJ and has over 25 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. 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

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