WAYFINDING FINANCIAL, LLC

WAYFINDING FINANCIAL, LLC of LYNNWOOD, WA is an SEC-registered investment adviser (CRD 306208). Regulatory assets under management: $353.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
Trent J O'NealMEMBER, CCO
Cathie Jean ArthursMEMBER
O'NEAL DONALD GENEMANAGING MEMBER
O'NEAL TRENT JMEMBER, CCO
BROKAW TERESA MICHELEMEMBER
ARTHURS CATHIE JEANMEMBER

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