Rich  Bardue,  CFP<sup>&reg;</sup> - Financial Advisor

Rich Bardue, CFP®

Managing Director

Northsound Wealth Management

9623 32nd St SE - Suite D103
Lake Stevens, WA 98258
FINANCIAL ADVISOR'S WEBSITE
(425) 609-8705 CONNECT WITH Rich
  • linkedin link

General

Rich Bardue is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Northsound Wealth Management in Lake Stevens, WA and the surrounding communities.

Financial Advisor Overview

As a financial advisor and CFP® professional, I am dedicated to putting your needs first – which means not only looking at your investment portfolio with a fresh perspective but also keeping your investments in stride with the rest of your life. I have been serving clients around the North Puget Sound Region since 1993 and am a member of the Financial Planning Association.

More

Financial Advisor Experience

Managing Director | Senior Financial Advisor Northsound Wealth Management Wells Fargo Advisors Financial Network 2006-Present Second Vice President-Wealth Management | Financial Advisor Morgan Stanley (Smith Barney) 1999-2006 Senior Financial Consultant Merrill Lynch 1993-1999

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: AZ,CA,FL,GA,KY,MN,Washington (WA)
  • Health/disability insurance: AZ,FL,MN,Washington (WA)
  • Fixed annuities: AZ,CA,FL,GA,KY,MN,Washington (WA)
  • Variable annuities: AZ,CA,FL,GA,KY,MN,Washington (WA)

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

Investment products and services are offered through Wells Fargo Advisors Financial Network,LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN.

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth

More

Helpful Financial Planning Resources