Trutina Financial

Trutina Financial (CRD# 148866) is a financial advisory firm headquartered in Bellevue, WA. They manage $477,104,300 in 919 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    919
    ACCOUNTS
  • Average Account Value
    $519,156
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 - 9 of 9 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 34 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 7 years of experience in the finance industry.

4
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.

5
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.

6
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 4 years of experience in the finance industry.

7
Geoffrey P. Schock
CRD#: 5639824
10811 Main Street, Bellevue, WA 98004
90
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
89
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
Karras A. Miller
CRD#: 5617167
10811 Main Street, Bellevue, WA 98004
88
Wealthminder
score

Karras Miller (CRD# 5617167) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.