Madrona Financial & Cpas
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 115753
- SEC number
- 801-63693
- Firm type
- RIA
- Assets under management
- $691.8M as of Jun 8, 2026
- Website
- www.linkedin.com/COMPANY/MADRONA-FINANCIAL-SERVICES-LLC ↗
- Phone
- 425-212-3777
- Address
- 2911 Bond Street, Suite 200, Everett, WA, 98201
Advisors at this firm
9 in our index · page 1 of 1
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Robert Watson BauerCRD 4468723 · Everett, WAIA Registered
-
Matthew John BeyerCRD 2899975 · Everett, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Andrew Glass ConnerCRD 3015473 · Tacoma, WAIA RegisteredRegistration inactive
-
Brian Kelly EvansCRD 4004458 · Everett, WAIA Registered
-
Kristi Rae HendersonCRD 5452082 · Everett, WAIA Registered
-
Danielle Marie MeisterCRD 6266545 · Park City, UTIA RegisteredRegistration inactive
-
Joel Andrew MaherCRD 6592028 · Kirkland, WAIA Registered
-
Michael David SeelyCRD 3094488 · Everett, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Nicholas Conrad SmelserCRD 7065733 · Kirkland, WAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 115753 ↗
FINRA BrokerCheck record for firm CRD 115753 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.