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Brian Lyle Whitaker

LNW

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About Brian Lyle Whitaker

Brian Whitaker is an investment advisor representative at LNW Wealth Management, LLC. Brian has been in the securities industry since 1994. Brian has a Series 7, Series 63 and Series 65 license. Brian specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Brian is a Certified Financial Planner.

Firm Information

Brian Whitaker is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Whitaker’s Registration & Firm History

WA

03/28/2005 - Present

LNW (SEATTLE WA)

AZ

06/13/2001 - 09/24/2003

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NY

03/02/1998 - 06/29/2001

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

10/29/1997 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NY

04/18/1994 - 11/03/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/27/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/16/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lyle Whitaker.
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