Financial advisers in Vancouver, Washington
47 profiles with reported offices in Vancouver, Washington. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
James HolstChief Operating Officer/ Chief Compliance OfficerHallett InvestmentsCRD 1007503
Heidi Johnson BixbyPresident & Chief Compliance OfficerJohnson Bixby & AssociatesCRD 2215324- Cynthia StaleyInvestment adviser representativeJohnson Bixby & AssociatesCRD 2455739
- Asoka WeeraratneOwnerUtaCRD 2614002
- Lana AlvarezInvestment adviser representativeJohnson Bixby & AssociatesCRD 2708275
- Daniel KoernerChief Investment OfficerJames R. Martin Consulting, Inc. Dba JRM Capital ManagementCRD 2879433
Stuart AllenManaging Member/Chief Compliance OfficerAllen Capital ManagementCRD 3014735- Robert PoolInvestment Advisor/OwnerFort Vancouver Investment ManagementCRD 3074685
- Todd PisarczykManaging MemberMomentous Wealth ManagementCRD 3214333
Gary RussellPresidentHelium AdvisorsCRD 4196975- Dorothy TennantInvestment adviser representativeJohnson Bixby & AssociatesCRD 4284650
Michael BaltzellChief Compliance OfficerColumbia River Financial GroupCRD 4871330- Jill ForemanChief Compliance Officer, Vice President, Secretary, TreasurerJames R. Martin Consulting, Inc. Dba JRM Capital ManagementCRD 5023858
Matthew EbelingInvestment Advisor/OwnerFort Vancouver Investment ManagementCRD 5382212
Derek KaufmanInvestment adviser representativeColumbia River Financial GroupCRD 5506614
Rustin FeldmanHead of Wealth ManagementHelium AdvisorsCRD 5532783
Katherine HardinInvestment adviser representativeColumbia River Financial GroupCRD 5777431- Linde CarrollManaging Member & Chief Compliance OfficerMomentous Wealth ManagementCRD 5905398
- Melissa LamarcheChief Operations OfficerJohnson Bixby & AssociatesCRD 5983126
Christopher HarlowPresidentHarlow Wealth ManagementCRD 6057956- Taylor VilhauerInvestment adviser representativeMomentous Wealth ManagementCRD 6094703
- Alex DiazInvestment adviser representativeHarlow Wealth ManagementCRD 6126700
Daniel EricksonInvestment adviser representativeHarlow Wealth ManagementCRD 6258055
Holly BreedenChief Compliance OfficerFort Vancouver Investment ManagementCRD 6365891- Aaron ArgisoInvestment adviser representativeHarlow Wealth ManagementCRD 6728970
Patricia SpiesInvestment adviser representativeJohnson Bixby & AssociatesCRD 6751747- Kailie AbascalCo-President, Financial PlannerMiddleton & CompanyCRD 6758430
- Taylor AndersonCo-President, Financial PlannerMiddleton & CompanyCRD 6812068
- Christine CruzInvestment adviser representativeHallett InvestmentsCRD 6949264
Amanda ReynoldsInvestment adviser representativeJohnson Bixby & AssociatesCRD 6951104- Amanda PetersonInvestment adviser representativeJohnson Bixby & AssociatesCRD 7089406
Rachael BourkeInvestment adviser representativeBourke Wealth ManagementCRD 7203086
Zachary ReuterInvestment adviser representativeJohnson Bixby & AssociatesCRD 7219813- Cyndi ThompsonChief Financial OfficerJohnson Bixby & AssociatesCRD 7223773
- Nikolas MinerInvestment adviser representativeMomentous Wealth ManagementCRD 7259795
- Aiden PisarczykInvestment adviser representativeMomentous Wealth ManagementCRD 7275545
- Kailee AparicioInvestment adviser representativeJohnson Bixby & AssociatesCRD 7380864
Morgan WicklineInvestment adviser representativeHelium AdvisorsCRD 7404098- Taren BennettInvestment adviser representativeMomentous Wealth ManagementCRD 7445022
- José Vélez HomsInvestment adviser representativeJohnson Bixby & AssociatesCRD 7544442
Andrea SilbernagelAdvisor/OwnerFort Vancouver Investment ManagementCRD 7554731
Alexander AliInvestment adviser representativeJohnson Bixby & AssociatesCRD 7646761
John AarhusInvestment adviser representativeHarlow Wealth ManagementCRD 7660492- Thomas SnyderInvestment adviser representativeHarlow Wealth ManagementCRD 7981766
- Anthony DobberfuhlInvestment adviser representativeHarlow Wealth ManagementCRD 8078526
- Savanna PitmanInvestment adviser representativeMomentous Wealth ManagementCRD 8218469
- Brayden DisbrowInvestment adviser representativeMomentous Wealth ManagementCRD 8275634
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.