Tschetter Group

Tschetter Group (CRD# 301548) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,814,568,555 in 976 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2155 112th Ave Ne, Bellevue, WA 98004
https://tschettergroup.com
By the Numbers
  • Total Assets Under Management
    1,815
    MILLION
  • Total Number of Accounts
    976
    ACCOUNTS
  • Average Account Value
    $1,859,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MT, OR, TX, WA

Financial Advisors at Tschetter Group
Showing 1 - 8 of 8 top financial advisors.
1
Dustin Brumbaugh, financial advisor Bellevue WA
Dustin L. Brumbaugh
CRD#: 4351924
2155 112th Ave Ne, Bellevue, WA 98004

Dustin Brumbaugh (CRD# 4351924) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 11 years of experience in the finance industry.

2
Peter Jacobs, financial advisor Bellevue WA
Peter S. Jacobs
CRD#: 2508405
2155 112th Ave Ne, Bellevue, WA 98004

Peter Jacobs (CRD# 2508405) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 6 years of experience in the finance industry.

3
Kelli Kingma, financial advisor Bellevue WA
Kelli N. Kingma
CRD#: 6938063
2155 112th Ave Ne, Bellevue, WA 98004

Kelli Kingma (CRD# 6938063) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 5 years of experience in the finance industry.

4
David Tschetter, financial advisor Bellevue WA
David W. Tschetter
CRD#: 6027955
2155 112th Ave Ne, Bellevue, WA 98004

David Tschetter (CRD# 6027955) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 11 years of experience in the finance industry.

5
Richard Tschetter, financial advisor Bellevue WA
Richard W. Tschetter
CRD#: 449937
2155 112th Ave Ne, Bellevue, WA 98004

Richard Tschetter (CRD# 449937) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 43 years of experience in the finance industry.

6
Travis Bomgardner, financial advisor Bellevue WA
Travis D. Bomgardner
CRD#: 5002162
2155 112th Ave Ne, Bellevue, WA 98004

Travis Bomgardner (CRD# 5002162) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 18 years of experience in the finance industry.

7
Alden Gwinn, financial advisor Bellevue WA
Alden J. Gwinn
CRD#: 7436633
2155 112th Ave Ne, Bellevue, WA 98004

Alden Gwinn (CRD# 7436633) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has 1 year of experience in the finance industry.

8
Nathan Mumford, financial advisor Bellevue WA
Nathan J. Mumford
CRD#: 7313537
2155 112th Ave Ne, Bellevue, WA 98004

Nathan Mumford (CRD# 7313537) is an Investment Advisor Representative working at Tschetter Group in Bellevue, WA and has over 3 years of experience in the finance industry.

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.

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