Henry E. Wurst

GARDE CAPITAL

Seattle, WA 98101

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CRD#: 6831589

Professional summary

Henry Evans Wurst, CFP®, who also goes by Henry Wurst, is a registered financial advisor currently at GARDE CAPITAL, INC. located in Seattle, Washington.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Henry has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Henry Wurst

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 Henry Evans Wurst's CRS (Customer Relationship Summary).

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: 2023

Experience

Current

February 1, 2024 - Present

GARDE CAPITAL, INC.

Office #1: 1301 Fifth Avenue Suite 3030, Seattle, WA 98101

RIA

CRD#: 151043

Seattle, WA

Past

December 9, 2021 - October 26, 2023

COLDSTREAM SECURITIES, INC.

CRD#: 46835

BELLEVUE, WA

Past

July 12, 2021 - October 26, 2023

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 108805

Mercer Island, WA

Past

December 11, 2019 - June 30, 2020

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

PHOENIX, AZ

Past

September 13, 2019 - June 30, 2020

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

PHOENIX, AZ

Past

September 28, 2018 - September 6, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

GARDE CAPITAL, INC.

CRD#: 151043 / SEC#: 801-70472

RIA

Registered Investment Advisory firm - (8/13/2009 Approved)

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
(2/1/2024)

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

State Security Law Exam

IAR

Series 65

Date: 12/9/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2018

General Securities Representative Examination

Current Firm

GARDE CAPITAL, INC.

CRD#: 151043 / SEC#: 801-70472

RIA

Registered Investment Advisory firm - (8/13/2009 Approved)

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Contact information

Main Address

1301 Fifth Avenue Suite 3030, Seattle, WA 98101

Mailing Address

Phone number

(206) 552-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARDE CAPITAL ADV PART 2 (3/5/2025)

Regulatory assets under management

Total Number of Accounts	490
AUM (Assets Under Management)	$ 2,257,467,432

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.

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Advisor Monitoring

Firm Stability Insights

Henry E. Wurst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Evans Wurst's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLDSTREAM SECURITIES, INC.

COLDSTREAM WEALTH MANAGEMENT

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

GARDE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2019

Series 63

Date: 10/5/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2018

Current Firm

GARDE CAPITAL, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GARDE CAPITAL, INC.

TRUST BUT VERIFY

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