Alden
Gwinn

Tschetter Group

CRD#7436633
Investment Advisor
in Bellevue, WA

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About this Advisor

Alden Gwinn is a financial advisor based in Bellevue, Washington, working with Tschetter Group. Alden has previously held positions at R&R Rentals, Norris & Stevens, AT&T Communications, Fidelity Investments, and Tschetter Group. Alden has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Alden is part of Tschetter Group, which operates out of Bellevue, Washington. The firm has 15 employees and manages assets totaling $1.8 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Tschetter Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2155 112Th Ave Ne
Bellevue, WA 98004

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Tschetter Group Brokerage Details

Total Assets Under Management

$1,814,568,555

WA Average: $3,566,627,242
Total Number of Employees

15

WA Average: 46
Total Number of Accounts

976

WA Average: 1,499
Average Account Size

$1,859,189

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Alden Gwinn Work History

2022 - Present (2 years)

Tschetter Group

2021 - 2021 (< 1 year)

At&T Communications

2021 - 2022 (1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

Norris & Stevens

2017 - 2017 (< 1 year)

R&R Rentals

Disclosures

Please visit the SEC profile of Alden Gwinn 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 Tschetter Group

Kelli Kingma
Bellevue, WA
Nathan Mumford
Bellevue, WA
Daniel Costello
Bellevue, WA
Dustin Brumbaugh
Bellevue, WA
David Tschetter
Bellevue, WA
Peter Jacobs
Bellevue, WA
Alden Gwinn
Bellevue, WA
Travis Bomgardner
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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