Advisor at PWR Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PWR Financial Services
Location
Federal Way, WA 98003
Credentials
Series 65
Industry experience
11 years
Based on PWR Financial Services
31620 23 Rd Ave S, Suite 320
Federal Way, WA 98003
Washington
Power Property Consultants, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Kent, WA
APEX Tax & Financial Planning
Series 63, Series 65
Puyallup, WA
Cornerstone Asset Management, LLC
Series 65, Series 66
Vashon, WA
Fangorn Wealth Management
Series 63, Series 65
Puyallup, WA
Pace Wealth Advisors
Series 65
Tacoma, WA
Strategic Asset Management
Series 63, Series 65
Covington, WA
Sprylen Wealth Management, LLC
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