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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2016-12-07 |
| WA | RA | APPROVED | 2016-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Insurance Services, Llc | Everett | WA | 01/2018 | Present |
| Madrona Advisory Group, Llc | Everett | WA | 07/2022 | Present |
| Madrona Financial & Cpas | Everett | WA | 01/2005 | Present |
| Bauer Evans Inc., Ps | Everett | WA | 07/1990 | Present |
BRIAN IS AN OWNER AND SERVICE PROVIDER WITH ENTITIES RELATED TO MADRONA FINANCIAL SERVICES, LLC DBA MADRONA FINANCIAL & CPAS. THE ENTITIES INCLUDE MADRONA ADVISORY GROUP, LLC, MADRONA INSURANCE SERVICES, LLC, AND BAUER EVANS, INC., P.S. HIS WORK ON BEHALF OF ALL THSES ENTITIES IS FULL TIME AND IS CONNECTED TO THE RANGE OF SERVICES OFFERED THROUGH MADRONA FINANCIAL & CPAS. IN HIS PERSONAL CAPACITY, BRIAN ACTS AS A COACH AND SPEAKER FOR THE UNAFFILIATED FMO/IMO FINANCIAL INDEPENDENCE GROUP (FIG). HE RECEIVES SPEAKING FEES FROM FIG FOR THESE SERVICES AND SPENDS APPROXIMATELY 10 HOURS PER MONTH ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-13 |
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