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Cathie Jean Arthurs

Wayfinding Financial, LLC

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About Cathie Jean Arthurs

Cathie Arthurs is an investment advisor representative with Wayfinding Financial, LLC. Cathie has over 15 years of experience in the financial services industry. Cathie is registered with the state of Washington. Wayfinding Financial, LLC is an investment advisor firm based in Lynnwood, Washington. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Cathie Arthurs is currently registered with Wayfinding Financial, LLC. Wayfinding Financial, LLC is a financial advisor based in Lynnwood, WA. They have 3 licensed agents and specialize in providing financial planning, portfolio management for individuals, and pension consulting. They manage approximately $314,726,561 in assets for 900 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm also offers wrap fee programs.
Wayfinding Financial, LLC

19020 33RD AVENUE W

LYNNWOOD, WA 98036

$314.73M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Cathie Arthurs’s Registration & Firm History

WA

12/08/2021 - Present

Wayfinding Financial, LLC (LYNNWOOD WA)

WA

01/05/2012 - 10/24/2017

CONOVER SECURITIES CORPORATION (BELLEVUE WA)

WA

05/18/2007 - 12/31/2011

ALLSTATE FINANCIAL SERVICES, LLC (EVERETT WA)

WA

03/31/2006 - 05/22/2007

CUNA BROKERAGE SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 06/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cathie Jean Arthurs.
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