JM
Joel A. Maher
MADRONA FINANCIAL & CPAS
Kirkland, WA 98033
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CRD#: 6592028
JM
Professional summary
Joel Andrew Maher is a registered financial advisor currently at MADRONA FINANCIAL & CPAS located in Kirkland, Washington.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joel has worked at 1 firm and has passed the Series 65 exam.
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.
JOEL MAHER IS A OWNER/MEMBER OF A REAL ESTATE SALES COMPANY MAHER GROUP LLC LOCATED AT 17922 157TH AVE NE WOODINVILLE, WA 98072. MAHER GROUP LLC IS NOT AN INVESTMENT RELATED COMPANY. HE HAS BEEN A OWNER/MEMBER SINCE 5/3/17. JOEL DEVOTES 10 HOURS A MONTH AND 0 HOURS DURING SECURITY TRADING HOURS TO THE REAL ESTATE COMPANY. HIS DUTIES INCLUDE ASSISTING WITH ADMINISTRATIVE TASKS, BOOKKEEPING, MARKETING, PROPERTY RESEARCH/ANALYSIS AND PROSPECTING. JOEL IS A PARTNER AT RELATED ENTITIES TO MADRONA FINANCIAL SERVICES, LLC DBA MADRONA FINANCIAL & CPAS. HIS ROLE AS PARTNER BEGAN in 2021. THE ENTITIES INCLUDE MADRONA ADVISORY GROUP, LLC, MADRONA INSURANCE SERVICES, LLC, AND BAUER EVANS, INC. P.S. HIS WORK ON BEHALF OF ALL THESE ENTITIES IS FULL_TIME AND IS CONNECTED TO THE RANGE OF SERVICES OFFERED THROUGH MADRONA FINANCIAL & CPAS.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Andrew Maher'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®
NoneExperience
Current
January 8, 2016 - Present
MADRONA FINANCIAL & CPAS
Office #1: 3933 Lake Washington Blvd Ne, Suite 350, Kirkland, WA 98033RIA
CRD#: 115753
Kirkland, WA
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 - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)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(1/8/2016)
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 - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2911 Bond Street, Suite 200, Everett, WA 98201
Mailing Address
Phone number
(425) 212-3777
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,725 |
| AUM (Assets Under Management) | $ 505,696,988 |
Red Flags
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