linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Dewert Wham

Badgley Phelps Wealth Managers

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Dewert Wham

Katherine Wham is an investment advisor representative at Badgley Phelps Wealth Managers. Katherine has been in the industry since 2009 and has experience at various firms, including Quasar Distributors, LLC and Touchstone Securities, Inc. Katherine is a Chartered Financial Analyst and holds Series 7, Series 63, and SIE licenses. Katherine specializes in financial planning, portfolio management for businesses and individuals, and credit and cash management solutions. Katherine is registered with the state of Washington and is currently affiliated with Badgley Phelps Wealth Managers in Seattle, Washington.

Firm Information

Katherine Wham is currently registered with Badgley Phelps Wealth Managers. Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

Total Clients

24

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Wham’s Registration & Firm History

WA

08/02/2021 - Present

Badgley Phelps Wealth Managers (Seattle WA)

ME

05/01/2009 - 09/29/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

OH

01/01/2008 - 03/16/2009

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

Not sure if Katherine Dewert Wham is right for you?

Licenses & Designations

BC

Issued 08/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Dewert Wham.
Not sure if Katherine Dewert Wham is right for you?