JA
Jeffrey Atkin
KUNATH KARREN RINNE & ATKIN LLC
SEATTLE, WA 98104-1054
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CRD#: 832623
JA
Professional summary
Jeffrey Atkin is a registered financial advisor currently at KUNATH KARREN RINNE & ATKIN LLC located in Seattle, Washington.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jeffrey has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Atkin'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
March 1, 1988 - Present
KUNATH KARREN RINNE & ATKIN LLC
Office #1: 1000 Second Avenue, Suite 4000, Seattle, WA 98104-1054RIA
CRD#: 104531
SEATTLE, 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".
KK
KUNATH KARREN RINNE & ATKIN LLC
KUNATH KARREN RINNE & ATKIN | KUNATH KARREN RINNE & ATKIN LLC | KUNATH KARREN RINNE & ATKIN INC.
CRD#: 104531 / SEC#: 801-18935
RIA
Registered Investment Advisory firm - (5/18/1983 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(3/1/1988)
Exams
Current Firm
KK
KUNATH KARREN RINNE & ATKIN LLC
KUNATH KARREN RINNE & ATKIN | KUNATH KARREN RINNE & ATKIN LLC | KUNATH KARREN RINNE & ATKIN INC.
CRD#: 104531 / SEC#: 801-18935
RIA
Registered Investment Advisory firm - (5/18/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 Third Ave #1680, Seattle, WA 98101
Mailing Address
Phone number
(206) 621-7400
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 345,669,463 |
Red Flags
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