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DK

Darron L. Kuehn

PACIFIC CREST FINANCIAL ADVISORS
Everett, WA 98201
Some features on this profile are disabled
CRD#: 5057826
DK

Professional summary


Darron L. Kuehn is a registered financial advisor currently at PACIFIC CREST FINANCIAL ADVISORS, LLC located in Everett, Washington.

Darron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Darron has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Darron L. Kuehn's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 13, 2010 - Present

PACIFIC CREST FINANCIAL ADVISORS, LLC

Office #1: 2828 Colby Avenue Suite 405, Everett, WA 98201
RIA
CRD#: 155774
Everett, WA
Past

January 1, 2008 - June 10, 2010

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
LYNNWOOD, 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
California
(1/27/2011)
IAR
Washington
(12/13/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/2007
Uniform Investment Adviser Law Examination

Current Firm


PC
PACIFIC CREST FINANCIAL ADVISORS, LLC
PACIFIC CREST FINANCIAL ADVISORS, LLC

CRD#: 155774 / SEC#:

California
Registered Investment Advisory firm - (1/27/2011 Approved)
Washington
Registered Investment Advisory firm - (12/13/2010 Approved)
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Contact information


Main Address
2828 Colby Avenue Suite 405, Everett, WA 98201
Mailing Address
Phone number
(425) 609-3797
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts136
AUM (Assets Under Management)$ 56,618,911

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


PACIFIC CREST FINANCIAL ADVISORS, LLC

CRD#: 155774Everett, WA 98201

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