Edwin James Sondgroth

Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 08/2017
  D.A. Davidson & Co.
  Seattle, WA
• 09/2017 → 02/2021
  Brighton Jones
  Seattle, WA
• 02/2021 → 08/2021
  Badgley Phelps Wealth Managers
  Seattle, WA
• 08/2021 → Present
  Badgley Phelps Wealth Managers, Llc
  Seattle, WA

Previous Registrations

• 2021-02-23 → 2021-08-01
  Badgley Phelps Wealth Managers
  Seattle, WA
• 2017-09-18 → 2021-02-05
  Brighton Jones Llc
  Seattle, WA
• 2014-08-11 → 2017-09-07
  D.A. Davidson & Co.
  Seattle, WA
• 2014-03-31 → 2014-08-12
  Wells Fargo Clearing Services, Llc
  Seattle, WA
  St. Louis, MO
  Redmond, WA
  Seattle, WA
  Redmond, WA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2002-02-12

Designations

• Chartered Financial Analyst

Other Names

• E. J. Sondgroth
• Edwin J. Sondgroth
• E. J. Sondgroth