Trutina Financial

Trutina Financial (CRD# 148866) is a financial advisory firm headquartered in Bellevue, WA. They manage $790,577,394 in 1,135 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    791
    MILLION
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $696,544
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
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 14 top financial advisors.
1
Paul M. Acker
CRD#: 4966685
10811 Main Street, Bellevue, WA 98004

Paul Acker (CRD# 4966685) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 15 years of experience in the finance industry.

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

Todd Carter (CRD# 1122956) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 37 years of experience in the finance industry.

3
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 2 years of experience in the finance industry.

4
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 7 years of experience in the finance industry.

5
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 3 years of experience in the finance industry.

6
Anthony S. Doble
CRD#: 6341702
10811 Main Street, Bellevue, WA 98004

Anthony Doble (CRD# 6341702) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 6 years of experience in the finance industry.

7
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 10 years of experience in the finance industry.

8
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 8 years of experience in the finance industry.

9
Stephen E. Kriha
CRD#: 4541816
10811 Main Street, Bellevue, WA 98004

Stephen Kriha (CRD# 4541816) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 18 years of experience in the finance industry.

10
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 7 years of experience in the finance industry.

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