Ryan
Colkitt
Trutina Financial
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About this Advisor
Ryan Colkitt is a financial advisor operating in Bellevue, Washington with a total of 3 years of industry experience. Colkitt currently works for Trutina Financial. During their career, Colkitt has held roles at Goldbloom Wealth Management LLC, Goldbloom Wealth Management, Bay Laurel Catering, Honda Of Sumner, Minor Unemployed and Trutina Financial. Colkitt holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Washington. Trutina Financial is a company based out of Bellevue, WA. It controls $942 million in total assets between its 1,119 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,119 accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Trutina Financial offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically depend on the type of financial services. However, fee types charged by Trutina Financial most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trutina Financial Brokerage Details
$941,531,587
16
1,119
$841,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ryan Colkitt Work History
Ryan has been registered as a financial advisor for 3 years.*
Trutina Financial
Goldbloom Wealth Management LLC
Goldbloom Wealth Management
Bay Laurel Catering
Honda Of Sumner
Minor Unemployed
*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 Ryan Colkitt 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 Trutina Financial
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, 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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