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Isaac Everett

Focus Partners Wealth, LLC

Bellevue, WA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-03
  • WA RA
    APPROVED
    Since 2025-02-03

Branch Locations

10900 Ne 8Th Street Suite 780, 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
Smead Capital Management Phoenix AZ 06/2020 09/2020
Snap! Raise Seattle WA 11/2019 03/2020
Tommy Bahama Seattle WA 06/2018 11/2019
Thrivent Advisor Network, Llc Mill Creek WA 07/2021 07/2024
Student Seattle WA 01/2012 05/2021
Merriman Bellevue WA 07/2024 02/2025
Focus Partners Wealth, Llc St. Louis MO 02/2025 Present
  • 06/2020 → 09/2020
    Smead Capital Management
    Phoenix, AZ
  • 11/2019 → 03/2020
    Snap! Raise
    Seattle, WA
  • 06/2018 → 11/2019
    Tommy Bahama
    Seattle, WA
  • 07/2021 → 07/2024
    Thrivent Advisor Network, Llc
    Mill Creek, WA
  • 01/2012 → 05/2021
    Student
    Seattle, WA
  • 07/2024 → 02/2025
    Merriman
    Bellevue, WA
  • 02/2025 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-23
  • S65 Uniform Investment Adviser Law Examination
    2021-12-23
Designations

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
EDELMAN FINANCIAL ENGINES · BELLEVUE, WA

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