Wayfinding Financial, LLC

Wayfinding Financial, LLC (CRD# 306208) is a financial advisory firm headquartered in Lynnwood, WA. They manage $292,402,854 in 908 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    908
    ACCOUNTS
  • Average Account Value
    $322,030
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NE, OR, TX, WA

Financial Advisors at Wayfinding Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Cathie J. Arthurs
CRD#: 5073528
19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036

Cathie Arthurs (CRD# 5073528) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 17 years of experience in the finance industry.

2
Donald G. O'neal
CRD#: 705908
19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036

Donald O'neal (CRD# 705908) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 40 years of experience in the finance industry.

3
Trent J. O'neal
CRD#: 5633010
19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036

Trent O'neal (CRD# 5633010) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 14 years of experience in the finance industry.

4
Craig B. Roth
CRD#: 2162815
19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036

Craig Roth (CRD# 2162815) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.