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Sophie Thilenius

Comprehensive Wealth Management

Lynnwood, WA

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Current Employers
Comprehensive Wealth Management

3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-03-11
  • WA RA
    APPROVED
    Since 2024-03-11

Branch Locations

3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • 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
George K. Baum & Company Kansas City MO 05/2017 06/2018
Wood River Energy Denver CO 03/2017 05/2017
Avery Brewing Company Boulder CO 06/2015 03/2017
Na Bellingham WA 06/2018 10/2018
Saturna Capital Corporation Bellingham WA 10/2018 04/2020
Saturna Brokerage Services Bellingham WA 10/2018 06/2019
Saturna Brokerage Services Bellingham WA 06/2019 04/2020
Morgan Stanley Greenwood Village CO 05/2020 07/2022
Independendt Financial Group, Llc Lynnwood WA 10/2023 Present
Moneta Denver CO 07/2022 02/2023
Full Time Student Denver CO 02/2023 09/2023
Comprehensive Wealth Management Lynnwood WA 10/2023 Present
  • 05/2017 → 06/2018
    George K. Baum & Company
    Kansas City, MO
  • 03/2017 → 05/2017
    Wood River Energy
    Denver, CO
  • 06/2015 → 03/2017
    Avery Brewing Company
    Boulder, CO
  • 06/2018 → 10/2018
    Na
    Bellingham, WA
  • 10/2018 → 04/2020
    Saturna Capital Corporation
    Bellingham, WA
  • 10/2018 → 06/2019
    Saturna Brokerage Services
    Bellingham, WA
  • 06/2019 → 04/2020
    Saturna Brokerage Services
    Bellingham, WA
  • 05/2020 → 07/2022
    Morgan Stanley
    Greenwood Village, CO
  • 10/2023 → Present
    Independendt Financial Group, Llc
    Lynnwood, WA
  • 07/2022 → 02/2023
    Moneta
    Denver, CO
  • 02/2023 → 09/2023
    Full Time Student
    Denver, CO
  • 10/2023 → Present
    Comprehensive Wealth Management
    Lynnwood, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-19
  • S66 Uniform Combined State Law Examination
    2019-06-19
Other Names
  • Sophie Elisabeth Thilenius
  • Sophie Thilenius

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
LPL FINANCIAL LLC · LYNNWOOD, WA
KESTRA ADVISORY SERVICES, LLC · Lynnwood, WA
VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
BANKERS LIFE ADVISORY SERVICES, INC. · Lynnwood, WA

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