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Michael David Seely

MADRONA FINANCIAL & CPAS
EVERETT, WA
·CRD# 3094488·28 years experience

Professional Summary

Michael David Seely is a registered financial advisor currently at MADRONA FINANCIAL & CPAS located in Everett, Washington. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

MADRONA FINANCIAL & CPAS·CRD# 115753
RIA
2911 Bond Street, Suite 200, Everett, WA 98201
November 19, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Mountlake Terrace, WA
November 2, 2020 - January 19, 2023
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Mountlake Terrace, WA
January 21, 2014 - November 2, 2020
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
Mountlake Terrace, WA
February 26, 2013 - November 2, 2020
CETERA INVESTMENT SERVICES LLC·CRD# 15340
RIA
Mountlake Terrace, WA
February 22, 2013 - January 21, 2014
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
RIA
Kalispell, MT
March 15, 2004 - April 30, 2012
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
BD
Kalispell, MT
January 24, 2003 - April 30, 2012
EDWARD JONES·CRD# 250
BD
St. Louis, MO
May 10, 2000 - January 15, 2003
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
BD
San Antonio, TX
August 6, 1998 - July 30, 1999

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Current Firm

MF
MADRONA FINANCIAL & CPAS

BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC

CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)
California
Registered Investment Advisory firm - California (2/3/2006 Cancelled)
Washington
Registered Investment Advisory firm - Washington (7/17/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2911 Bond Street, Suite 200, Everett, WA 98201

Phone Number

(425) 212-3777

# of Employees

18

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADRONA FINANCIAL ADV PART 2A 03.27.2026 (3/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,813

AUM (Assets Under Management)

$691,792,793

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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.

1. Fixed Insurance 2. Not investment related 3. 6100 219th St. SW Suite 480, Mountlake Terrace, WA 98043 4. Fixed/Traditional Insurance 5. Agent 6. 10/2020 7. 40 hrs/mo 8. 40 hrs during trading 9. Sales of Fixed / Traditional Insurance

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MADRONA FINANCIAL & CPAS

BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC

CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)
California
Registered Investment Advisory firm - California (2/3/2006 Cancelled)
Washington
Registered Investment Advisory firm - Washington (7/17/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(3/27/2026)
IAR
Washington
(11/19/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1998About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael David Seely's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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