Optimist Retirement Group, LLC

Optimist Retirement Group, LLC (CRD# 119086) is a financial advisory firm headquartered in Bellevue, WA. They manage $187,865,579 in 180 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $1,043,698
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Optimist Retirement Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan M. Palmer
CRD#: 3143404
8585 East Hartford Drive, Suite 106, Scottsdale, AZ 85255

Ryan Palmer (CRD# 3143404) is an Investment Advisor Representative working at Optimist Retirement Group, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.

2
Graham P. Williams
CRD#: 2601211
11400 Se 8th St., Suite 465, Bellevue, WA 98004

Graham Williams (CRD# 2601211) is an Investment Advisor Representative working at Optimist Retirement Group, LLC in Bellevue, WA and has over 28 years of experience in the finance industry.

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