Danielle
Meister
Madrona Financial Services, LLC
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About this Advisor
Danielle Meister is a financial advisor who works out of Park City, Utah, with a total of 1 year of relevant experience. Meister is an advisor for Madrona Financial Services, LLC. The advisor has gained experience at Secure Investment Management, J.D. Mellberg Financial, Ubs Financial Services, Meister Financial Group, LLC, Scottsdale Wealth Advisory LLC, Kavo Kerr, Trajan Wealth, LLC and Madrona Financial Services, LLC. Meister holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Utah and Washington. Madrona Financial Services, LLC is a financial advisory company that has its headquarters in Everett, WA. It has offices in four locations and a total of 18 people on staff. It manages $269 million in assets under management between its 1,338 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,338 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Madrona Financial Services, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules usually depend on the type of services provided. Fees charged by Madrona Financial Services, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madrona Financial Services, LLC Brokerage Details
$268,774,721
18
1,338
$200,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Danielle Meister Work History
Danielle has been registered as a financial advisor for 1 years.*
Madrona Financial Services, LLC
Trajan Wealth, LLC
Scottsdale Wealth Advisory LLC
Ubs Financial Services
Kavo Kerr
Ubs Financial Services
Meister Financial Group, LLC
Secure Investment Management
J.D. Mellberg Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danielle Meister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Madrona Financial Services, LLC
Everett, WA
Park City, UT
Everett, WA
Bellevue, WA
Everett, WA
Everett, WA
Everett, WA
Everett, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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