Cathie
Arthurs
Wayfinding Financial, LLC
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About this Advisor
Cathie Arthurs is a financial advisor based in Lynnwood, Washington with 2 years of industry experience. Arthurs works at Wayfinding Financial, LLC. During their career, Arthurs has held roles at Conover Securities Corporation, Conover Capital Management, Financial Engines Advisors L.L.C, Conover Capital, Edelman Financial Engines, Helium Advisors, Helium Advisors LLC and Wayfinding Financial. Arthurs holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Wayfinding Financial, LLC is an advisory firm headquartered in Lynnwood, WA. It controls $248 million in assets across its 901 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 901 client accounts, 21% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Wayfinding Financial, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wayfinding Financial, LLC Brokerage Details
$248,004,323
7
901
$275,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cathie Arthurs Work History
Cathie has been registered as a financial advisor for 2 years.*
Wayfinding Financial
Helium Advisors
Helium Advisors LLC
Financial Engines Advisors L.L.C
Edelman Financial Engines
Conover Securities Corporation
Conover Capital Management
Conover Capital
*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 Cathie Arthurs 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 Wayfinding Financial, LLC
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
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