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).

Current Firm Details
10811 Main Street, Bellevue, WA 98004
http://www.trutinafinancial.com
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
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, IA, OR, TX, WA

Financial Advisors at Trutina Financial
Showing 1 - 10 of 11 top financial advisors.
1
Ryan Colkitt, financial advisor Bellevue WA
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 4 years of experience in the finance industry.

2
Ashley Corley, financial advisor Bellevue WA
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 9 years of experience in the finance industry.

3
Michael Coyne, financial advisor Bellevue WA
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 6 years of experience in the finance industry.

4
Kyle Hauge, financial advisor Bellevue WA
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 13 years of experience in the finance industry.

5
Melissa Karpen, financial advisor Bellevue WA
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 McGurr, financial advisor Bellevue WA
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 10 years of experience in the finance industry.

7
Matthew Myers, financial advisor Bellevue WA
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 28 years of experience in the finance industry.

8
Geoffrey Schock, financial advisor Bellevue WA
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 11 years of experience in the finance industry.

9
Clayton Hunter, financial advisor Bellevue WA
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 2 years of experience in the finance industry.

10
Shannon Mauch, financial advisor Bellevue WA
Shannon E. Mauch
CRD#: 6814895
10811 Main Street, Bellevue, WA 98004

Shannon Mauch (CRD# 6814895) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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