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Financial advisors in Sequim, WA

Looking for a financial advisor in Sequim, WA? We list 28 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

28Advisors with offices here
19Median years of experience
96%Fiduciary advisors?
14Firms represented

Largest firms here: Edward Jones (8), LPL Financial LLC (4), Osaic Wealth, Inc. (3).

Nearby: Port Townsend, Port Hadlock.

Filter and map these advisors

Osaic Wealth
34yrs
Bret Pierre Keehn
Financial advisor
193 West Cedar
Sequim, WA 98382
Top 9% by experience in Washington
Fiduciary
Call Directions
Creative Retirement Planning
33yrs
David Ray Nute
Financial advisor
334 W Washington St
Sequim, WA 98382
Top 9% by experience in Washington
ChFCFiduciary
Call Directions
Edward Jones
32yrs
Daniel Abbott
Financial advisor
990 E Washington St Suite 2b
Sequim, WA 98382
Top 4% by experience at Edward Jones
CFP®Fiduciary
Call Directions
Park Avenue Securities
29yrs
Kelly Glen Kidwell
Financial advisor
109 E. Bell Street
Sequim, WA 98382
Top 16% by experience in Washington
Fiduciary
Call Directions
U.s. Bancorp Advisors
28yrs
Roman Nestor Catli
Financial advisor
101 W Washington
Sequim, WA 98382
Top 14% by experience at U.s. Bancorp Advisors
Fiduciary
Call Directions
State Farm Investment Management
27yrs
Jonathan Arthur Jack
Financial advisor
350 West Washington Street
Sequim, WA 98382
Top 5% by experience at State Farm Investment Management
ChFC
Call Directions
Raymond James Financial Services Advisors
25yrs
Laura Mariann Robb
Financial advisor
Sequim, WA
More experience than 74% of advisors in Washington
FiduciaryPlanningInvesting
Call Directions
Cetera Investment Advisers
24yrs
Carrie Jane Lyon
Financial advisor
Sequim, WA
More experience than 72% of advisors in Washington
FiduciaryPlanningInvesting
Call Directions
LPL Financial
20yrs
Travis Michael Berglund
Financial advisor
433 N 5th Ave Suite. B.
Sequim, WA 98382
More experience than 63% of advisors in Washington
FiduciaryPlanningInvesting
Call Directions
Edward Jones
19yrs
Cherie Ann Gray
Financial advisor
540 North Fifth Ave Suite 1
Sequim, WA 98382
Top 23% by experience at Edward Jones
Fiduciary
Call Directions
Osaic Wealth
15yrs
Lisa Haggai Pierson
Financial advisor
Sequim, WA
More experience than 55% of advisors in Washington
FiduciaryPlanningInvesting
Call Directions
Wells Fargo Advisors
11yrs
Karly Regin Gatchet
Financial advisor
501 W Washington St
Sequim, WA 98382
11 years in the industry
FiduciaryPlanningInvesting
Call Directions
Thrivent Investment Management
11yrs
David John Van Deusen
Financial advisor
Sequim, WA
More experience than 55% of advisors at Thrivent Investment Management
FiduciaryPlanningInvesting
Call Directions
Edward Jones
10yrs
Philip L Trowbridge
Financial advisor
329 S 3rd Ave Suite A
Sequim, WA 98382
10 years in the industry
FiduciaryPlanningInvesting
Call Directions
Osaic Wealth
5yrs
Tanner James Keehn
Financial advisor
193 West Cedar
Sequim, WA 98382
5 years in the industry
FiduciaryPlanningInvesting
Call Directions
LPL Financial
4yrs
Derek-Dion Dell Lee
Financial advisor
329 S 3rd Ave Suite B
Sequim, WA 98382
4 years in the industry
FiduciaryPlanningInvesting
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read