Adam J. KlumbCRD 7738025
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
FIND YOUR KIND OF ADVISORFinancial advisors
Financial advisors
in Washington, DC.
Search financial advisors or advisory firms by filed office geography, public filed services, and client types.
160 financial advisors55 advisory firms1 city
Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.
160 financial advisors55 advisory firms1 city
Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.
View profile
Alisdair R. MicheliCRD 4550547
Certified Financial Planner
Current firm: MISSIONSQUARE WEALTH MANAGEMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Amy B. Lillis-KonopackiCRD 4561449
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Amy E. DingesCRD 7026406
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Amy M. CooperCRD 8050753
Investment adviser representative
Current firm: FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Andre D. RobinsonCRD 3161714
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Andrew H. McgregorCRD 7517859
Investment adviser representative
Current firm: FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Angela M. MoreiraCRD 4662956
Investment adviser representative
Current firm: FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Anne M. WilsonCRD 5992331
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Arthur G. FlattichCRD 2445411
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Augusto C. GaymerCRD 4869727
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Ben G. BatesCRD 4677714
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Brandi KachouriCRD 6138313
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Bree C. CotaCRD 4613248
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Brian D. FylakCRD 1103143
Certified Financial Planner
Current firm: MISSIONSQUARE WEALTH MANAGEMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Brian E. CollCRD 2924797
Investment adviser representative
Current firm: FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Brian R. KochCRD 4029613
Certified Financial Planner
Current firm: MISSIONSQUARE WEALTH MANAGEMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Bryan K. WilhelmCRD 4372749
Investment adviser representative
Current firm: MISSIONSQUARE RETIREMENT
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Bryan M. BaquerCRD 3184757
Investment adviser representative
Current firm: FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
Carl L. HolubowichCRD 4811073
Certified Financial Planner
Current firm: ARMSTRONG, FLEMING & MOORE, INC.
Advisory firm office: Washington, DC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
A MORE INFORMED FIRST CONVERSATION
Prepare for your first meeting A shortlist is just the start.
Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.
Explore related places and planning situations
- Advisory firms in District of Columbia
- Advisory firms in Washington, DC
- All cities and planning topics in District of Columbia
- Browse all states and cities
- Explore every specialization
- Complete advisor and location index
- Equity compensation in washington
- Concentrated stock in washington
- IPO, tender & 10b5-1 in washington
- Founder & business exit in washington
- Tax planning for high earners in washington
- Roth conversion in washington
- Estate & charitable planning in washington