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.
Firm
Advisor Share Wealth Management, LLC
Location
Tumwater, WA 98501
Credentials
Series 65
Industry experience
8 years
Fixed financial planning and consulting fees generally range from $500 to $25,000 depending on scope
$0+: Negotiable, generally 0.50% to 1.90% for Portfolio Management and Selection of Other Advisers $0+: Negotiable, generally 0.50% to 1.75% for Retirement Plan Asset Management Services $0+: 0.40% to 0.60% asset-based fee for Comprehensive Asset Management Technology Platform, plus $30 per advisory client Platform account fee
Commission-based compensation for insurance products sold by firm representatives acting as independent insurance agents
Hourly financial planning and consulting engagements available at $250 per hour
Account minimum: $25,000 Fee-only: Financial planning and consulting fees negotiable, generally $500 to $25,000 fixed fee or $250/hour hourly rate
CoreCap Advisors
2021 - Present (5 years)
Virtue Capital Management, LLC
2019 - 2021 (2 years)
Horter Investment Management
2017 - 2019 (2 years)
Dreck Inc. DBA Montermini Investments & Insurance
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Olympia, WA
Sustain Financial Inc.
Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.
Series 66
Olympia, WA
Edward Jones
Series 66
Tumwater, WA
Edward Jones
CFP®, ChFC®, Series 66
Lacey, WA
Edward Jones
Series 66
Tumwater, WA
Edward Jones
Series 66
Olympia, WA
Edward Jones
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