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Anna Josephine Inveen

Badgley Phelps Wealth Managers

Seattle, WA

CRD 7661844

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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:

Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-11-11
  • WA RA
    APPROVED
    Since 2022-11-11

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • 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
Badgley Phelps Wealth Managers Seattle WA 11/2022 Present
Badgley Phelps Wealth Managers Seattle WA 07/2018 11/2022
Badgley Phelps Wealth Managers Seattle WA 02/2018 06/2018
University Of Washington Seatle WA 09/2014 06/2018
Badgley Phelps Wealth Managers Seattle WA 05/2017 09/2017
Seattle Tennis Club Seattle WA 05/2016 05/2017
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

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