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Rodney W. Van Belle

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CRD#: 2101354
RV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rodney Wayne Van Belle, CFP®, who also goes by Rodney Wayne Vanbelle, was a registered financial professional .

Rodney is a previously registered financial professional and started their career in finance in 1990. Rodney had worked at 8 firms and has passed the Series 63, Series 7, Series 10, Series 9, Series 4, Series 24 and Series 53 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rodney Wayne Vanbelle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

October 21, 2013 - February 28, 2025

LNW

RIA
CRD#: 113400
SEATTLE, WA
Past

January 3, 2011 - October 18, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SEATTLE, WA
Past

August 1, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SEATTLE, WA
Past

September 3, 2003 - May 2, 2008

WAMU CAPITAL CORP.

BD
CRD#: 119069
SEATTLE, WA
Past

December 2, 1998 - July 28, 2003

SYMETRA SECURITIES, INC.

BD
CRD#: 739
BELLEVUE, WA
Past

September 3, 1997 - June 8, 1998

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

April 29, 1991 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR
Past

December 7, 1990 - December 31, 1990

U.S. FINANCIAL SECURITIES, INC.

BD
CRD#: 17854

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/15/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/26/2002
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


LN
LNW
LAIRD NORTON TYEE ASSET STRATEGIES, LLC | TYEE ASSET STRATEGIES, LLC | TAS ACQUISITION, LLC | LNW WEALTH MANAGEMENT, LLC | LNW | LANAVA INVESTMENT PLANNING (LANAVA) | LAIRD NORTON WEALTH MANAGEMENT, LLC | LAIRD NORTON WEALTH MANAGEMENT

CRD#: 113400 / SEC#: 801-60345

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Contact information


Main Address
801 Second Avenue, Suite 1600, Seattle, WA 98104-1564
Mailing Address
Phone number
(206) 464-5100
Established
Firm type
Fiscal year end
# of Employees
91

Documents


Latest Form ADV

Part 2 Brochures

LNW WEALTH MANAGMENT LLC - PART 2A ANNUAL UPDATE MARCH 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,463
AUM (Assets Under Management)$ 4,526,284,775

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LNW

CRD#: 113400

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