Advisors at this firm
William I
Series 63, Series 66
Bellevue, WA
Intirety, LLC
William Ironmonger is a financial advisor at Intirety, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWN Securities, Inc and Ameriprise Financial Services Inc. He has been with Intirety since 2020. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios that include mutual funds, ETFs, and individual equities, and it offers both discretionary and non-discretionary account services.
Shireen S
Series 63, Series 66
Selah, WA
Intirety, LLC
Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.
Chris W
Series 63, Series 66
Bellevue, WA
Intirety, LLC
Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.
Ethan M
Series 63, Series 66
Shelah, WA
Intirety, LLC
Ethan Meikle is a financial advisor with Intirety, LLC and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves as an assistant track coach for the Selah School District. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary for retirement accounts.