Advisor at Advisor Share Wealth Management, LLC
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.
Location
Port Angeles, WA
Credentials
Series 65
Industry experience
7 years
Kara Mitchell is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Horter Investment Management, Tucker Asset Management LLC, and Goldencrest Financial. Outside of her advisory role, she is president and owner of GoldenCrest Consulting, a lead generation and business consulting firm serving small business owners. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform that supports independent advisers with third-party manager selection and oversight, blending discretionary and non-discretionary management to align with client risk profiles.
Based on Advisor Share Wealth Management, LLC
Based on Advisor Share Wealth Management, LLC
Financial planning fixed fees generally range from $500 to $25,000
$0+: Negotiable, generally 0.50% to 1.90% Not specified - Not specified: Platform asset-based fee ranging from 0.40% to 0.60% Not specified - Not specified: Retirement Plan Asset Management Services fees generally range from 0.50% to 1.75%, negotiable
Insurance commissions earned by firm representatives for insurance products
$250 per hour for financial planning and consulting engagements
Account minimum: $25,000 Fee-only: Financial planning fixed fees generally range from $500 to $25,000; hourly rate $250 per hour
Port Angeles, WA
Washington
GoldenCrest Consulting
2019 - Present (7 years)
Horter Investment Management
2016 - Present (10 years)
Tucker Asset Management LLC
2016 - 2016 (1 year)
Goldencrest Financial
2010 - Present (16 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Port Angeles, WA
Hallett Advisors
Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.
CFP®, Series 65, Series 66
Port Angeles, WA
Upleft Asset Management
Matthew Miller is a CFP® with 16 years of industry experience, currently serving as an advisor at Upleft Asset Management since 2018. Prior to joining Upleft, he worked at Hallett & Associates, P.S. from 2016 to 2018. Upleft Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across about 50 clients, focusing on low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate, with an emphasis on individualized goal-setting and strategic asset allocation.
Series 66
Port Angeles, WA
FORS Financial
Series 65
Port Angeles, WA
Upleft Asset Management
Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation with one year of experience. His prior work includes twelve years at the Defense Intelligence Agency and three years at Research Innovations. He also serves as an instructor at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across 50 clients, focusing on individualized goal-setting, strategic asset allocation, and portfolios primarily composed of low-cost mutual funds and ETFs.
Series 63, Series 65
Port Angeles, WA
FORS Financial
Series 63, Series 66
Port Angeles, WA
key Investment Services LLC
Mark Lorentzen is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services LLC since 2017, including its predecessor entities and KeyBank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs utilizing third-party managers and maintains committees to oversee product due diligence and program suitability.
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