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Danielle Marie Meister

Madrona Financial & Cpas

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About Danielle Marie Meister

Danielle Marie Meister is a financial advisor with Madrona Financial & Cpas. Danielle has been in the financial industry for over 10 years, and has experience in various financial products and services including insurance, investment management, and financial planning. Danielle is registered with the state of Utah and Washington. Danielle is dedicated to providing personalized financial advice to individuals and families. She holds a Series 63, Series 65, Series 7, and SIE licenses.

Firm Information

Danielle Meister is currently registered with Madrona Financial & Cpas. Madrona Financial & CPAs is an investment advisory firm located in EVERETT, WA. They provide financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. They manage approximately $392,984,192 in assets for 1,543 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Madrona Financial & Cpas

2911 BOND STREET, SUITE 200

EVERETT, WA 98201

$392.98M

Assets Under Management

135

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Danielle Meister’s Registration & Firm History

UT

05/10/2022 - Present

Madrona Financial & Cpas (Park City UT)

NM

11/25/2015 - 09/14/2016

UBS FINANCIAL SERVICES INC. (ALBUQUERQUE NM)

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Licenses & Designations

BC

Issued 12/15/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Marie Meister.
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