Avantia Investment Services, LLC

Keaton Layman is a financial advisor at Avantia Investment Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Avantia and its related entities since 2020, following a prior role at Fuse Media and experience at the University of Washington and Kamiak High School. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, often serving high-net-worth clients. The firm offers discretionary portfolio management, third-party money manager selection and oversight, and coordinates with clients’ legal, tax, and insurance advisors as part of comprehensive wealth planning.

Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Avantia, he worked at Khagos and has been the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, combining discretionary portfolio management, third-party money manager oversight, and coordination with clients’ legal and tax advisors. The firm employs custom asset allocations through directly managed holdings and separately managed accounts, utilizing option and derivative strategies as part of its investment approach.

Trevor Cobb is a financial advisor at Avantia Investment Services, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Goldman Sachs for five years before joining Avantia in 2020. Cobb serves on the Finance Committee for Americas Automotive Trust, a nonprofit organization, where he oversees financial matters. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, typically serving clients at or above its stated account minimum. The firm combines discretionary portfolio management, third-party money manager selection, and coordination with clients’ legal, tax, and insurance advisors as part of comprehensive wealth plans.