Kirk Tushaus, financial advisor Bellevue WA
59 score

Kirk Tushaus

CRD Number: 1024722
Current Firm: Williams Palmer

Kirk Tushaus (CRD# 1024722) is an Investment Advisor Representative working at Williams Palmer in Bellevue, WA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Williams Palmer Dba Tushaus Wealth Management Bellevue, WA Sep 2017 - Current < 1
Lasalle St Securities, L.l.c. Dba Tushaus Wealth Management Elmhurst, IL Mar 2014 - Sep 2017 3
Lasalle St. Investment Advisors, L.l.c. Dba Tushaus Wealth Manag Elmhurst, IL Mar 2014 - Sep 2017 3
Arma Financial Services, Inc. Scottsdale, AZ Oct 1995 - Aug 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Mar 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Kirk M. Tushaus
Phone Number: 425-637-3037
Registered State(s):
  • AZ
  • WA
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $450,602
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, TX, WA

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BADGES
59

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