JB
Julie A. Bronson
LNW
SEATTLE, WA 98104
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CRD#: 4740249
JB
Professional summary
Julie Anna Bronson MS., CFP® is a registered financial advisor currently at LNW located in Seattle, Washington.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Julie has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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®
Experience
Current
December 9, 2003 - Present
LNW
Office #1: 801 Second Avenue Suite 1600, Seattle, WA 98104CRD#: 113400
SEATTLE, WA
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.Highlighted states indicate IAR registrations
IAR
Washington(12/9/2003)
Exams
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
Regulatory assets under management
| Total Number of Accounts | 2,463 |
| AUM (Assets Under Management) | $ 4,526,284,775 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
