Trutina Financial

Trutina Financial (CRD# 148866) is a financial advisory firm headquartered in Bellevue, WA. They manage $557,397,849 in 852 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    852
    ACCOUNTS
  • Average Account Value
    $654,223
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CA, IA, OR, TX, WA

Financial Advisors at Trutina Financial
Showing 1 - 10 of 12 top financial advisors.
1
Paul M. Acker
CRD#: 4966685
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Paul Acker (CRD# 4966685) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 12 years of experience in the finance industry.

2
Todd W. Carter
CRD#: 1122956
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Todd Carter (CRD# 1122956) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 35 years of experience in the finance industry.

3
Kyle E. Hauge
CRD#: 5412822
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Kyle Hauge (CRD# 5412822) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 8 years of experience in the finance industry.

4
Melissa A. Karpen
CRD#: 5871301
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Melissa Karpen (CRD# 5871301) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 6 years of experience in the finance industry.

5
Stephen E. Kriha
CRD#: 4541816
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Stephen Kriha (CRD# 4541816) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 15 years of experience in the finance industry.

6
Matthew M. Myers
CRD#: 2506930
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Matthew Myers (CRD# 2506930) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 23 years of experience in the finance industry.

7
Geoffrey P. Schock
CRD#: 5639824
10811 Main Street, Bellevue, WA 98004
93
Wealthminder
score

Geoffrey Schock (CRD# 5639824) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 6 years of experience in the finance industry.

8
Ashley K. Corley
CRD#: 5900950
10811 Main Street, Bellevue, WA 98004
90
Wealthminder
score

Ashley Corley (CRD# 5900950) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 4 years of experience in the finance industry.

9
Sabrina K. McGurr
CRD#: 5724022
10811 Main Street, Bellevue, WA 98004
90
Wealthminder
score

Sabrina McGurr (CRD# 5724022) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 5 years of experience in the finance industry.

10
Karras A. Miller
CRD#: 5617167
10811 Main Street, Bellevue, WA 98004
89
Wealthminder
score

Karras Miller (CRD# 5617167) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 3 years of experience in the finance industry.

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