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Brock Buchanan Mackenzie

Marsjewett Financial Group

Bellevue, WA

CRD 7380205

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Employer firm

Marsjewett Financial Group CRD 297388

$901M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Marsjewett Financial Group

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-13
  • WA RA
    APPROVED
    Since 2025-02-13

Branch Locations

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
High Trek Adventures Everett WA 07/2017 08/2017
Metropolitan Market Sammamish WA 03/2018 06/2018
Amazon San Diego CA 05/2020 10/2020
Point Loma Nazarene University San Diego CA 08/2018 05/2022
Cetera Advisor Networks Llc San Diego CA 05/2021 05/2022
Phoenix Hagen Hagen 08/2023 05/2024
Marsjewett Financial Group Bellevue WA 07/2024 Present
Idaho State University Pocatello ID 05/2022 05/2023
Education Everett WA 01/2015 05/2018
  • 07/2017 → 08/2017
    High Trek Adventures
    Everett, WA
  • 03/2018 → 06/2018
    Metropolitan Market
    Sammamish, WA
  • 05/2020 → 10/2020
    Amazon
    San Diego, CA
  • 08/2018 → 05/2022
    Point Loma Nazarene University
    San Diego, CA
  • 05/2021 → 05/2022
    Cetera Advisor Networks Llc
    San Diego, CA
  • 08/2023 → 05/2024
    Phoenix Hagen
    Hagen
  • 07/2024 → Present
    Marsjewett Financial Group
    Bellevue, WA
  • 05/2022 → 05/2023
    Idaho State University
    Pocatello, ID
  • 01/2015 → 05/2018
    Education
    Everett, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13

View on SEC IAPD

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BRIAN RAY JOHNSON
TERESA LYNN LAMAR
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Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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