Total Advisor Network, LLC

Total Advisor Network, LLC (CRD# 171616) is a financial advisory firm headquartered in Spokane, WA. They manage $27,000,000 in 220 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $122,727
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, FL, ID, IN, MO, OK, TX, UT, WA

Financial Advisors at Total Advisor Network, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Skyler C. Fredrickson
CRD#: 5699672
646 West 9400 South Suite 202, Sandy, UT 84070
96
Wealthminder
score

Skyler Fredrickson (CRD# 5699672) is an Investment Advisor Representative working at Total Advisor Network, LLC in Sandy, UT and has over 7 years of experience in the finance industry. Skyler Fredrickson 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
Steven T. Larsen
CRD#: 4638715
704 N Superior, Spokane, WA 99202
96
Wealthminder
score

Steven Larsen (CRD# 4638715) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has over 12 years of experience in the finance industry. Steven Larsen 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
David P. Ortiz
CRD#: 2775170
6528 Greenleaf Avenue, Suite 223, Whittier, CA 90601
93
Wealthminder
score

David Ortiz (CRD# 2775170) is an Investment Advisor Representative working at Total Advisor Network, LLC in Whittier, CA and has over 20 years of experience in the finance industry.

4
John F. Bevan
CRD#: 5980803
704 N Superior, Spokane, WA 99202
90
Wealthminder
score

John Bevan (CRD# 5980803) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has over 4 years of experience in the finance industry.

5
Stewart R. Ogilby
CRD#: 6307166
677 North Washington Blvd, Sarasota, FL 34236
90
Wealthminder
score

Stewart Ogilby (CRD# 6307166) is an Investment Advisor Representative working at Total Advisor Network, LLC in Sarasota, FL and has over 2 years of experience in the finance industry.

6
Todd J. Rabalais
CRD#: 4215780
704 N Superior, Spokane, WA 99202
90
Wealthminder
score

Todd Rabalais (CRD# 4215780) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has over 8 years of experience in the finance industry.

7
Gordon S. Campbell
CRD#: 6374489
704 N Superior, Spokane, WA 99202
88
Wealthminder
score

Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has over 2 years of experience in the finance industry.

8
Darrin M. McComas
CRD#: 6632790
818 W Riverside Ave, Suite 100, Spokane, WA 99201
87
Wealthminder
score

Darrin McComas (CRD# 6632790) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has 1 year of experience in the finance industry.

9
Jeremy D. Russell
CRD#: 6482069
704 N Superior, Spokane, WA 99202
87
Wealthminder
score

Jeremy Russell (CRD# 6482069) is an Investment Advisor Representative working at Total Advisor Network, LLC in Spokane, WA and has 1 year of experience in the finance industry.

10
Boon Ser Tan
CRD#: 6556782
201 Nw 63rd St, Suite 150, Oklahoma City, OK 73116
87
Wealthminder
score

Boon Ser Tan (CRD# 6556782) is an Investment Advisor Representative working at Total Advisor Network, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

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