Edward Jones
40yrs
Top advisor by experience in Issaquah
9yrs
Li Li
Financial advisor at Klahanie Investment
Li Li has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Issaquah, Washington. Li has been with Klahanie Investment since 2018. Klahanie Investment offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 99 advisors with offices in Issaquah, and one of 96 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeIssaquah, WA
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$256,962
States licensed ?1 state
Services through Klahanie Investment
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowKlahanie Investment LLCCurrent firm
Contact Li
(425) 281-7635Klahanie Investment main office Issaquah, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Li
Tailored to Li’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Li
How do I contact Li?
Call Klahanie Investment at (425) 281-7635 and ask for Li Li. Li works from the Issaquah, WA office.
How long has Li been a financial advisor?
Li has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Li hold?
Series 65. Tap any license on this page to see what it allows.
Is Li a fiduciary?
Li is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Li paid?
Klahanie Investment reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Li for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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