Financial Freedom For Dentists LLC

Investment Advisor
in Snoqualmie, WA

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About this Advisor

Loyd Burleson is a certified financial planner operating out of Snoqualmie, Washington with 2 years of industry experience. Burleson is currently employed by Financial Freedom For Dentists LLC. Their career trajectory has included roles at Time Out Pizza, Costa Vida, Bander Investments, Financial Freedom For Dentists LLC, Student, The Church Of Jesus Christ Of Latter-Day Saints and Advanced Planning Educational Group, Inc. Burleson holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Washington. Financial Freedom For Dentists LLC is a registered investment company operating out of Snoqualmie, WA. It manages $108 million in assets across its 420 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 420 accounts, 43% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules usually depend on the financial services offered. However, fee types billed by Financial Freedom For Dentists LLC can include asset-based and fixed fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

34627 Se Swenson Dr. Suite 100
Snoqualmie, WA 98065

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Financial Freedom For Dentists LLC Brokerage Details

Total Assets Under Management


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


WA Average: 46
Total Number of Accounts


WA Average: 1,499
Average Account Size


WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Loyd Burleson Work History

Loyd has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Financial Freedom For Dentists LLC

2020 - 2020 (< 1 year)

Bander Investments

2020 - 2021 (1 year)

Financial Freedom For Dentists LLC

2020 - 2020 (< 1 year)

Advanced Planning Educational Group, Inc

2018 - 2019 (1 year)

Costa Vida

2017 - 2020 (3 years)

Time Out Pizza

2017 - 2020 (3 years)


2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2011 - 2015 (4 years)

Time Out Pizza

2010 - 2015 (5 years)


*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.


Please visit the SEC profile of Loyd Burleson 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 Freedom For Dentists LLC

Nathan Ricks
Snoqualmie, WA
Loyd Burleson
Snoqualmie, 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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