Trutina Financial

Trutina Financial (CRD# 148866) is a financial advisory firm headquartered in Bellevue, WA. They manage $941,531,587 in 1,119 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    942
    MILLION
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $841,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IA, OR, TX, WA

Financial Advisors at Trutina Financial
Showing 1 - 10 of 11 top financial advisors.
1
Ryan E. Colkitt
CRD#: 7026681
10811 Main Street, Bellevue, WA 98004

Ryan Colkitt (CRD# 7026681) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 5 years of experience in the finance industry.

2
Ashley K. Corley
CRD#: 5900950
10811 Main Street, Bellevue, WA 98004

Ashley Corley (CRD# 5900950) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 10 years of experience in the finance industry.

3
Michael T. Coyne
CRD#: 6618758
10811 Main Street, Bellevue, WA 98004

Michael Coyne (CRD# 6618758) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 7 years of experience in the finance industry.

4
Kyle E. Hauge
CRD#: 5412822
10811 Main Street, Bellevue, WA 98004

Kyle Hauge (CRD# 5412822) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 14 years of experience in the finance industry.

5
Melissa A. Karpen
CRD#: 5871301
10811 Main Street, Bellevue, WA 98004

Melissa Karpen (CRD# 5871301) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 11 years of experience in the finance industry.

6
Sabrina K. McGurr
CRD#: 5724022
10811 Main Street, Bellevue, WA 98004

Sabrina McGurr (CRD# 5724022) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 11 years of experience in the finance industry.

7
Matthew M. Myers
CRD#: 2506930
10811 Main Street, Bellevue, WA 98004

Matthew Myers (CRD# 2506930) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 29 years of experience in the finance industry.

8
Geoffrey P. Schock
CRD#: 5639824
10811 Main Street, Bellevue, WA 98004

Geoffrey Schock (CRD# 5639824) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 12 years of experience in the finance industry.

9
Clayton R. Hunter
CRD#: 7176144
10811 Main Street, Bellevue, WA 98004

Clayton Hunter (CRD# 7176144) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 3 years of experience in the finance industry.

10
Vinh H. Nguyen
CRD#: 7169655
10811 Main Street, Bellevue, WA 98004

Vinh Nguyen (CRD# 7169655) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 4 years of experience in the finance industry.

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