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Lisa M Ellingboe

Commonwealth Financial Network

Silverdale, WA

Port Orchard, WA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-15
  • WA RA
    APPROVED
    Since 2026-01-15

Branch Locations

3212 Nw Byron Street Suite 103, Silverdale, WA 98383 • United States

Port Orchard, WA • 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
Kitsap Bank (Olympic Nw Advisors) Port Orchard WA 07/2019 03/2026
Kitasp Bank (Retail) Belfair WA 10/2018 07/2019
Bank Of America Gig Harbor WA 07/2016 10/2018
Commonwealth Financial Network Waltham MA 07/2019 Present
Evertrail Wealth Management Port Orchard WA 03/2026 Present
  • 07/2019 → 03/2026
    Kitsap Bank (Olympic Nw Advisors)
    Port Orchard, WA
  • 10/2018 → 07/2019
    Kitasp Bank (Retail)
    Belfair, WA
  • 07/2016 → 10/2018
    Bank Of America
    Gig Harbor, WA
  • 07/2019 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2026 → Present
    Evertrail Wealth Management
    Port Orchard, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2025-03-03
Other Names
  • Lisa Wilmarth
  • Lisa M Kaes

View on SEC IAPD

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