Advisers in Liberty Lake, WA

3 advisers in Liberty Lake — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Alliant Securities, INC. Turner, Nord, Kienbaum695 North Legacy Ridge Drive Suite 300 · Liberty Lake, WA 99019 · (509) 747-9144 · % of assets managedCRD 7726 · % of assets · $300.0 million AUMSEC registeredNo commissions reported Carlson Financial Advisory, LLC23403 E. Mission Avenue, Suite 200f · Liberty Lake, WA 99019 · (509) 220-4759 · Financial planningCRD 281868 · % of assets, Fixed fees · $1.6 million AUMState registeredNo commissions reported Simple Wealth LLC2310 N Molter, Suite 103 · Liberty Lake, WA 99019 · (509) 325-8471 · Financial planningCRD 152865 · % of assets, Hourly charges, Fixed fees · $54.2 million AUMState registeredNo commissions reported

Talking to advisers in Liberty Lake? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.