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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Catherine Hengstler is a financial advisor associated with The Colony Group, LLC. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 5 years. Emily holds Series 63, 65, 7TO, and SIE licenses. She also has experience at Merriman Wealth Management, Coldstream Securities, Inc., and Coldstream Wealth Management. Emily is registered with the state of Washington as an Investment Advisor Representative. Emily's other business interests include Pet care provider with Rover. Emily is a trusted advisor with a focus on providing comprehensive financial planning, pension consulting, and portfolio management services to her clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
WA
02/03/2025 - Present
THE Colony Group, LLC (Seattle WA)
WA
04/21/2021 - 03/11/2022
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
BC
Issued 05/20/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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