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Tschetter Group CRD 301548
$2.39B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2155 112Th Ave Ne, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-01 |
| WA | RA | APPROVED | 2019-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellevue | WA | 08/2015 | 10/2017 |
| Tschetter Wealth Advisors | Bellevue | WA | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-16 |
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