Comprehensive Wealth Management Employee Directory

Comprehensive Wealth Management corporate office is located in 3500 188th St SW Ste 102, Lynnwood, Washington, 98037, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Comprehensive Wealth Management CEO

Paul WilsonChief Executive Officer

Phone

See Profile

Key Employees of Comprehensive Wealth Management

Shilo Lockett
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Comprehensive Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Comprehensive Wealth Management

Hundreds of professionals searching for Comprehensive Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

FD
Frank DePeters
Email Direct
President, Certified Financial Fiduciary & Wealth Manager, Financial & Advisor
United States , Washington , Lynnwood

KW
Kelsey Wingate
Email Direct
Manager, Client Experience
United States , Washington , Lynnwood

Shilo Lockett
Email Direct
President
United States , Washington , Lynnwood

JT
Jordan Tuchek
Email Direct
Manager, Trading
United States , Washington , Lynnwood

MA
Morgan Arford
Email Direct
Chief Investment Officer
United States , Washington , Lynnwood

AD
Anna Doll
Email Direct
Lead Account Administrator
United States , Washington , Lynnwood

ST
Sophie Thilenius
Email Direct
Operations Associate
United States , Washington , Lynnwood

CF
Chase Ferderer
Email Direct
Financial Advisor
United States , Washington , Lynnwood

JH
Jason Heid
Email Direct
Financial Planner
United States , Washington , Lynnwood

PW
Paul Wilson
Email Direct
Chief Executive Officer
United States , Washington , Lynnwood

JO
Janice Olson
Email Direct
Executive Assistant
United States , Washington , Lynnwood

BL
Brian Lockett
Email Direct
Vice President, Lead Advisor
United States , Washington , Lynnwood

Former Employees at Comprehensive Wealth Management

Explore people who held key positions, contributed to Comprehensive Wealth Management's success, and advanced their careers.

Heidi Morisset

Licensed Real Estate B... at Windermere Real Estate

Worked as Manager, Front Office

at Comprehensive Wealth Management (2017-2019)

Direct

Marc Knauss

Financial Planner at Decker Retirement Plan...

Worked as Financial Advisor

at Comprehensive Wealth Management (2017-2023)

Direct

Luisa LaMagra

Manager, Property at Fathom PM

Worked as Executive Assistant

at Comprehensive Wealth Management (2021-2022)

Direct

Mask Content

Manager, Operations at NA Falcone & Associate...

Worked as Operations Analyst

at Comprehensive Wealth Management (2016-2022)

Direct

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Frequently Asked Questions Regarding Comprehensive Wealth Management Employees

How many employees does Comprehensive Wealth Management have?

Comprehensive Wealth Management has 11-50 employees

Who is the CEO of Comprehensive Wealth Management?

Comprehensive Wealth Management’s CEO is Paul Wilson

Who are Comprehensive Wealth Management key employees?

Some of Comprehensive Wealth Management key employees are Shilo Lockett

Where is Comprehensive Wealth Management located?

Comprehensive Wealth Management’s headquarters are located at 3500 188th St SW Ste 102, Lynnwood, Washington, 98037, United States

How do I contact Comprehensive Wealth Management?

Comprehensive Wealth Management Contact Info: Phone number: (425) 778-6160 Website: www.comprehensivewealthmanagement.com

What does Comprehensive Wealth Management do?

Comprehensive Wealth Management specializes in investment management and financial planning services, including retirement and estate planning. The firm is dedicated to helping clients throughout Southern California, including Ventura, Los Angeles, Orange, San Diego, San Bernardino, and Riverside Counties, achieve their long-term financial goals. T... Read More

Is Comprehensive Wealth Management a public company?

Comprehensive Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Comprehensive Wealth Management Employees