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Tassie Sonya Medlin

Empirical Wealth Management

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About Tassie Sonya Medlin

Tassie Sonya Medlin is an investment advisor representative at Empirical Wealth Management. Tassie has been in the industry since 2014 and holds the Series 66, Series 7, Series 24, and SIE licenses. Tassie holds the designation of Certified Financial Planner. In addition to working at Empirical Wealth Management, Tassie also works as an affiliated insurance producer for Empirical Insurance, LLC. Tassie is registered to provide investment advice in California and Washington.

Firm Information

Tassie Medlin is currently registered with Empirical Wealth Management. Empirical Wealth Management is a Seattle, Washington-based firm managing over $5.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations. Their services encompass financial planning, portfolio management, pension consulting, and tax preparation. With a team of 59 investment advisors, they provide customized investment solutions tailored to individual needs and risk tolerances.
Empirical Wealth Management

1420 5TH AVE

SEATTLE, WA 98101

$5.53B

Assets Under Management

Not reported

Total Clients

57

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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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.

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tax preparation and insurance services

Tax preparation and insurance services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Tassie Medlin’s Registration & Firm History

WA

02/12/2020 - Present

Empirical Wealth Management (Bellevue WA)

WA

07/20/2018 - 12/23/2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BOTHELL WA)

WA

12/03/2014 - 07/20/2018

KMS FINANCIAL SERVICES, INC. (BOTHELL WA)

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Licenses & Designations

BOTH

Issued 12/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tassie Sonya Medlin.
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