Michael
Seely
Madrona Financial & Cpas
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About this Advisor
Michael Seely is a financial advisor based in Everett, Washington, working with Madrona Financial & Cpas. Michael has previously held positions at Homestreet Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Madrona Financial Services, LLC, and Purshe Kaplan Sterling Investments. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Michael is part of Madrona Financial & Cpas, which operates out of Everett, Washington. The firm has 5 offices and 21 employees. The firm manages assets totaling $393.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Madrona Financial & Cpas includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Madrona Financial & Cpas Brokerage Details
$392,984,192
21
1,543
$254,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Seely Work History
Madrona Financial Services, LLC
Purshe Kaplan Sterling Investments
Cetera Investment Advisers LLC
Homestreet Bank
Cetera Investment Services
Disclosures
Please visit the SEC profile of Michael Seely to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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