The Pacific Financial Group, Inc.

The Pacific Financial Group, Inc. (CRD# 105203) is a financial advisory firm headquartered in Bellevue, WA. They manage $2,057,257,942 in 14,956 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,057
    MILLION
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $137,554
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at The Pacific Financial Group, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Bryant N. Blakeslee
CRD#: 5015705
320 Seven Springs Way Suite 242, Brentwood, TN 37027
93
Wealthminder
score

Bryant Blakeslee (CRD# 5015705) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Brentwood, TN and has over 12 years of experience in the finance industry.

2
Aaron J. Chow
CRD#: 2833796
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Aaron Chow (CRD# 2833796) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 21 years of experience in the finance industry.

3
Kenneth I. Deane
CRD#: 4551241
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Kenneth Deane (CRD# 4551241) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 15 years of experience in the finance industry.

4
Scott M. Friel
CRD#: 2205230
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Scott Friel (CRD# 2205230) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 26 years of experience in the finance industry.

5
Ingrid L. Kafer
CRD#: 1606106
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Ingrid Kafer (CRD# 1606106) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 30 years of experience in the finance industry.

6
Charles M. Kennedy
CRD#: 2799039
1920 Adelicia Street Suite 500, Nashville, TN 37212
93
Wealthminder
score

Charles Kennedy (CRD# 2799039) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.

7
Stephanie C. Larson
CRD#: 2855323
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Stephanie Larson (CRD# 2855323) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 15 years of experience in the finance industry.

8
Janet Lee
CRD#: 4102628
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Janet Lee (CRD# 4102628) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 18 years of experience in the finance industry.

9
Erwin S. Ma
CRD#: 4738446
777 108th Avenue Ne, Suite 2100, Bellevue, WA 98004
93
Wealthminder
score

Erwin Ma (CRD# 4738446) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 14 years of experience in the finance industry.

10
Kathleen E. Perry
CRD#: 1235704
2107 North 29th Street, Tacoma, WA 98403
93
Wealthminder
score

Kathleen Perry (CRD# 1235704) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Tacoma, WA and has over 34 years of experience in the finance industry.

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