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Rodney Wayne Van belle

LNW

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About Rodney Wayne Van belle

Rodney Wayne Van belle is an Investment Advisor Representative associated with LNW Wealth Management, LLC in SEATTLE, WA. Rodney is registered in Washington. Rodney has been in the industry since 1990.

Firm Information

Rodney Van belle 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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Rodney Van belle’s Registration & Firm History

WA

10/21/2013 - Present

LNW (SEATTLE WA)

WA

01/03/2011 - 10/18/2013

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

08/01/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

WA

09/03/2003 - 05/02/2008

WAMU CAPITAL CORP. (SEATTLE WA)

WA

12/02/1998 - 07/28/2003

SAFECO SECURITIES, INC. (BELLEVUE WA)

MN

09/03/1997 - 06/08/1998

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

OR

04/29/1991 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

NA

12/07/1990 - 12/31/1990

U.S. FINANCIAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/07/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/24/2009

Series 4 - Registered Options Principal Examination

BC

Issued 12/26/2002

Series 24 - General Securities Principal Examination

BC

Issued 06/16/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/30/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodney Wayne Van belle.
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