Kyle
Johnston

Financial Advocates Investment Management

CRD#2616830
Investment Advisor
in Seattle, WA

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About this Advisor

Kyle Johnston is a certified financial planner working out of Seattle, Washington with a total of 7 years of industry experience. Johnston is on the advisory team at Financial Advocates Investment Management. The advisor has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Financial Advocates Investment Management and Lpl Financial, LLC. Johnston has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Washington. Financial Advocates Investment Management is a registered investment firm based out of Olympia, WA. The firm has offices in 71 locations and a total of 149 advisors. It handles $4 billion in assets between its 20,722 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 26 charities and foundations. Of its 20,722 accounts, 25% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees typically vary depending on the type of financial services offered. However, fee types charged by Financial Advocates Investment Management likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2101 4Th Avenue Suite 710
Seattle, WA 98121

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,580,994,144

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

149

WA Average: 46
Total Number of Accounts

20,722

WA Average: 1,499
Average Account Size

$172,811

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kyle Johnston Work History

Kyle has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Financial Advocates Investment Management

2016 - Present (8 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2007 - 2016 (9 years)

Northwestern Mutual Wealth Management Company

1996 - 2016 (20 years)

Northwestern Mutual Life Insurance Company

1996 - 2016 (20 years)

Northwestern Mutual Investment Services, LLC

*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 Kyle Johnston 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 Financial Advocates Investment Management

Jared Walker
Rock Springs, WY
Sara Schauermann
Cody, WY
Jonathan Davis
Spokane, WA
Michael Geitner
Napa, CA
Lora Leavenworth
Olympia, WA
Jacob Sandberg
Edmonds, WA
Alexander Naki
Olympia, WA
Marshall Williams
Olympia, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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