# FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

> FINRA firm 151298 · INACTIVE · OLYMPIA, WA

## Key facts

- **FINRA firm ID:** 151298
- **Firm name:** FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
- **Other names:** 4:8 FINANCIAL, WILLAMETTE WEALTH MANAGEMENT, WHITE PINE WEALTH MANAGEMENT, WEALTH MANAGEMENT SOLUTIONS, WASATCH PEAKS FINANCIAL SERVICES, WAGSTAFF FINANCIAL, VON BORSTEL & ASSOCIATES, VINTAGE WEALTH ADVISORS, VERITAS WEALTH MANAGEMENT, VELIZ FINANCIAL MANAGEMENT, TYPE A FINANCIAL, TRUERETIREMENT, TRU FINANCIAL, TRIAD FINANCIAL STRATEGIES, TRADEWINDS WEALTH MANAGEMENT, TALLUS CAPITAL MANAGEMENT, TALLUS CAPITAL ADVISORS, SUNRISE WEALTH MANAGEMENT, STRATEGIC WEALTH PARTNERS, STRASSMAN & ASSOC. WEALTH MANAGEMENT, STONERIDGE WEALTH MANAGEMENT, SOUND WEALTH SERVICES, SIGNALINE INVESTMENTS., SHERPA GUIDED WEALTH, SCS RETIREMENT, SAGE WEALTH MANAGEMENT, RENNAKER FINANCIAL, QE WEALTH MANAGEMENT, PRIZM FINANCIAL, PNW WEALTH MANAGEMENT, PINNACLE FINANCIAL GROUP, PHE FINANCIAL STRATEGIES, PETERS FINANCIAL GROUP, PARTNERSHIP WEALTH MANAGEMENT, PACE FINANCIAL ADVISORS, OLYMPIC INVESTMENT GROUP, NF ADVISORS, NEXUS STRATEGIC WEALTH, NEXT STEPS WEALTH MANAGEMENT, NEWPORT FINANCIAL PLANNING, MOMENTUM WEALTH STRATEGIES, MDM WEALTH MANAGEMENT, MATTESON INVESTMENT RESOURCES, MACKESON ADVISORY, LOCHNER WEALTH MANAGEMENT, LEWIS WEALTH MANAGEMENT PARTNERS, LEGACY WEALTH MANAGEMENT, LEE S. MARTIN, LATONA WEALTH PARTNERS, KIMBALL CREEK PARTNERS, KERRIGAN FINANCIAL MANAGEMENT, JPS WEALTH MANAGEMENT, JPS NEWTON, JMK & ASSOCIATES, INVEX FINANCIAL, INTEGRITY WEALTH ADVISORS, INDIGO WEALTH MANAGEMENT, ICON RETIREMENT AND INVESTMENT SERVICES, HOYT, LEWIS & ASSOCIATES, HERRIN FINANCIAL, HALE LAMB ASSOCIATES, GET CLARITY FINANCIAL SERVICES, FULL CIRCLE WEALTH STRATEGIES, FOUNTAIN STRATEGIES, FORS FINANCIAL CONSULTING, FORESEE WEALTH ADVISORS, FOCUSED FINANCIAL MANAGEMENT GROUP, FIRST FINANCIAL WEALTH SERVICES, FINANCIAL STRATEGIES GROUP, FINANCIAL SPYGLASS, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, FELLOWSHIP FINANCIAL PLANNING, ENCOMPASS WEALTH MANAGEMENT, EMBER WEALTH CONCEPTS & FINANCIAL PLANNING, ECF WEALTH, DAVIS GLOBAL WEALTH MANAGEMENT, CYNDY KOCHER, CREEKSTONE FINANCIAL CONSULTING, CORNERSTONE WEALTH STRATEGIES, CORNERSTONE FINANCIAL STRATEGIES, CORNERSTONE CONSULTING GROUP, COPPERLINE WEALTH MANAGEMENT & PLANNING, COMPASS WEALTH ADVISORY, COMPASS FINANCIAL LLC, COMPASS FINANCIAL, CLEARPOINT WEALTH MANAGEMENT, CLEARPOINT FINANCIAL PARTNERS, CLEARPOINT FINANCIAL, CLEARPOINT CAPITAL, CLEARPOINT  COLLEGE PLANNING, CLEAR RETIREMENT GROUP, CLEAR RESOURCE GROUP, CLEAR CREEK WEALTH MANAGEMENT, CHAMBERS BAY ADVISORS, CARTOGRAPH WEALTH, CARRERA RETIREMENT COMPANY, CAPITOL FAMILY OFFICE, CAMERON WEALTH MANAGEMENT, CAMERON ADVISORY SERVICES, CAMBRIDGE WEALTH MANAGEMENT, CADILLAC WEALTH ADVISORS, BWA FINANCIAL, BEST WEALTH MANAGEMENT, BELLE FINANCIAL, BASILICA WEALTH MANAGEMENT, BAILEY WEALTH MANAGEMENT, B3 WEALTH STRATEGIES, AMERISAL FINANCIAL, AMERICAN UNITED INVESTMENT SERVICES
- **Investment Adviser scope:** INACTIVE
- **SEC IA file number:** 801-71546
- **Branches:** 0
- **Has disclosure events:** No
- **Headquarters:** OLYMPIA, WA, 98502, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/151298

## Citation

> FINRA BrokerCheck, firm 151298 (FINANCIAL ADVOCATES INVESTMENT MANAGEMENT). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/151298.

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