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AG

Alden J. Gwinn

TSCHETTER GROUP
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7436633
AG

Professional summary

Alden John Gwinn is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.

Alden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alden has worked at 1 firm 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 Alden John Gwinn'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®
None

Experience

Current

October 23, 2023 - Present

TSCHETTER GROUP

Office #1: 2155 112th Ave Ne, Bellevue, WA 98004
RIA
CRD#: 301548
Bellevue, 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".
TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA
Registered Investment Advisory firm - (5/1/2019 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
(10/23/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2023
Uniform Investment Adviser Law Examination

Current Firm

TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA
Registered Investment Advisory firm - (5/1/2019 Approved)
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Contact information

Main Address
2155 112th Ave Ne, Bellevue, WA 98004
Mailing Address
Phone number
(425) 998-9960
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSCHETTER GROUP ADV 2A 10.16.2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts1,330
AUM (Assets Under Management)$ 2,137,933,323

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025
Cover Page
Report
02/19/2025
Cover Page
Report

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

TSCHETTER GROUP

CRD#: 301548Bellevue, WA 98004

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