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Elizabeth Frances Weil

Elizabeth F. Weil

CLARITY NORTHWEST WEALTH MANAGEMENT
SEATTLE, WA
Some features on this profile are disabled
CRD#: 5839168
Elizabeth Frances Weil

Professional summary

Elizabeth Frances Weil, CFP®, who also goes by Lisa Weil, is a registered financial advisor currently at CLARITY NORTHWEST WEALTH MANAGEMENT, LLC located in Seattle, Washington.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Elizabeth has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Core Areas of Focus

College/Education Planning
Hourly
Investment Advice without Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning

Question & Answer

What are your service offerings?
Investment Planning
Tax Planning
Social Security Planning
Employee and Employer Plan Ben...
Retirement Planning
Education Planning
Debt Management
Comprehensive Financial Planni...
Budgeting
Insurance Planning
Inheritance
Are you a "fiduciary"?
Yes

Aliases

Lisa Weil

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 Elizabeth Frances Weil'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

January 21, 2014 - Present

CLARITY NORTHWEST WEALTH MANAGEMENT, LLC

RIA
CRD#: 168938
SEATTLE, WA
Past

December 20, 2010 - January 7, 2011

D.A. DAVIDSON & CO.

RIA
CRD#: 199
SEATTLE, WA
Past

November 2, 2010 - January 7, 2011

D.A. DAVIDSON & CO.

BD
CRD#: 199
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
Arizona
(3/15/2024)
IAR
Washington
(1/21/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2010
General Securities Representative Examination

Current Firm

CLARITY NORTHWEST WEALTH MANAGEMENT, LLC
CLARITY NORTHWEST WEALTH MANAGEMENT, LLC
CLARITY NORTHWEST | CLARITY NORTHWEST WEALTH MANAGEMENT, LLC

CRD#: 168938 / SEC#:

Arizona
Registered Investment Advisory firm - (3/15/2024 Approved)
Washington
Registered Investment Advisory firm - (1/21/2014 Approved)
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Contact information

Main Address
Seattle, WA
Mailing Address
4616 25th Avenue Ne Box # 335, Seattle, WA 98105
Phone number
(206) 258-5305
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

CLARITY NORTHWEST WEALTH MANAGEMENT, LLC

CLARITY NORTHWEST WEALTH MANAGEMENT, LLC

CRD#: 168938Seattle, WA

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Contact information

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