Financial Advisors | Addison Avenue Financial Services

Cupertino

Endry Surjanto

19200 Stevens Creek Blvd., Ste. 240 Cupertino, CA 95014

Meet Endry

Jeff Alejandro, AIF®, RICP®

19200 Stevens Creek Blvd., Ste. 240 Cupertino, CA 95014

Meet Jeff

Palo Alto

Juan Rojas, AAMS®, AIF®

3000 El Camino Real, Suite 100 Palo Alto, CA 94306

Meet Juan

Michael Lipkins, AIF®

3000 El Camino Real, Suite 100 Palo Alto, CA 94306 Additional Location(s)

2929 SW Cedar Hills Blvd. Building 19 Beaverton, OR 97005

Meet Michael Lipkins

Roseville

Michael McCreary, CFP®, IMC

1210 Roseville Parkway, Suite 130 Roseville, CA 95678

Meet Michael McCreary

Nick Sage

1210 Roseville Parkway, Suite 130 Roseville, CA 95678

Meet Nick

San Diego

Brett Everhart, CFP®

16399 W Bernardo Drive San Diego, CA 92127

Meet Brett

Santa Rosa

Drake Medeiros

2500 Mendocino Ave. Suite C Santa Rosa, CA 95403

Meet Drake

Laura Pedroncelli

2500 Mendocino Ave. Suite C Santa Rosa, CA 95403

Meet Laura

Colorado Springs

David Wood, AWMA®, MBA

5725 Mark Dabling Blvd., Ste. 140 Colorado Springs, CO 80919-2221

Meet David

Michelle Hylton, RFC®, AWMA®

5725 Mark Dabling Blvd., Ste. 140 Colorado Springs, CO 80919-2221

Meet Michelle

Denver

Mike LaRose, CFP®

6971 E. Belleview Ave. Denver, CO 80237

Meet Mike

Rob Shedd, AIF®

6971 E. Belleview Ave. Denver, CO 80237

Meet Rob

Fort Collins

Kristina Meyers, CFP®, MBA

2720 Council Tree Ave. Suite 188 Fort Collins, CO 80525

Meet Kristina

Loveland

Will Tychsen, AWMA®, AAMS®

2975 Ginnala Dr., Ste 260 Loveland, CO 80538

Meet Will

Alpharetta

Ted Halseth, CFP®, CLU®

12600 Deerfield Pkwy, Suite 100 Alpharetta, GA 30004 Additional Location(s)

Remote, TX

Meet Ted

Eagle

Jack Jackson, CFP®, CIMA®, AIF®

47 E. Riverside Drive Eagle, ID 83616

Meet Jack

Sage Kendall

47 E. Riverside Drive Eagle, ID 83616

Meet Sage

Shane Serrano, AAMS®, IMC

47 E. Riverside Drive Eagle, ID 83616

Meet Shane

Andover

Joe Sherlock, Associate Financial Advisor, RJFS

300 Brickstone Square, Suite 201 Andover, MA 01810

Meet Joe

John Murphy, Financial Advisor, RJFS

300 Brickstone Square, Suite 201 Andover, MA 01810

Meet John

Beaverton

Kimberlee Bouska CFP®, CRPC®, IMC

17877 NW Evergreen Pkwy. Beaverton, OR 97006

Meet Kimberlee

Kasha McLemore, CFP®, CRPC®, IMC

2929 SW Cedar Hills Blvd. Building 19 Beaverton, OR 97005

Meet Kasha

Michael Lipkins, AIF®

2929 SW Cedar Hills Blvd. Building 19 Beaverton, OR 97005 Additional Location(s)

3000 El Camino Real, Suite 100 Palo Alto, CA 94306

Meet Michael Lipkins

Richard Lee, AAMS®

8700 SW Nimbus Ave. Beaverton, OR 97008

Meet Richard

Corvallis

Todd Harrison, CRPC®

1044 NE Circle Blvd. Corvallis, OR 97330 Additional Location(s)

4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Shannon Graham, IMC

1044 NE Circle Blvd. Corvallis, OR 97330 Additional Location(s)

6015 Ulali Drive NE Keizer, OR 97303 1550 State St. Salem, OR 97301

Meet Shannon

Eugene

Todd Harrison, CRPC®

4400 W. 11th Ave. Eugene, OR 97402 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Hillsboro

Brett Palmquist, AWMA®, CRPC®, CIMA®, IMC

2501 NE Century Blvd, Intel Bldg. RA1 Hillsboro, OR 97124 Additional Location(s)

2501 NE Century Blvd, Intel Bldg. RA4 Hillsboro, OR 97124 5860 NE Cornell Rd. Hillsboro, OR 97124

Meet Brett

Chad Southworth

5860 NE Cornell Rd. Hillsboro, OR 97124

Meet Chad

Keizer

Todd Harrison, CRPC®

6015 Ulali Drive NE Keizer, OR 97303 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Shannon Graham, IMC

6015 Ulali Drive NE Keizer, OR 97303 Additional Location(s)

1550 State St. Salem, OR 97301 1044 NE Circle Blvd. Corvallis, OR 97330

Meet Shannon

Oakridge

Todd Harrison, CRPC®

48283 First Street Oakridge, OR 97463 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 1550 State St. Salem, OR 97301

Meet Todd

Portland

Richard Alan Jones, CFA®

650 NE Holladay St. Portland, OR 97232 Additional Location(s)

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070

Meet Richard

Salem

Todd Harrison, CRPC®

1550 State St. Salem, OR 97301 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463

Meet Todd

Shannon Graham, IMC

1550 State St. Salem, OR 97301 Additional Location(s)

6015 Ulali Drive NE Keizer, OR 97303 1044 NE Circle Blvd. Corvallis, OR 97330

Meet Shannon

Wilsonville

Richard Alan Jones, CFA®

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070 Additional Location(s)

650 NE Holladay St. Portland, OR 97232

Meet Richard

Remote

Ted Halseth, CFP®, CLU®

Remote, TX

Meet Ted

Bellevue

Alex Ward

2700 156th Ave. NE Suite 225 Bellevue, WA 98007 Additional Location(s)

2201 Westlake Ave., Suite 102 Seattle, WA 98121 555 Terry Ave N Seattle, WA 98109

Meet Alex

Bryan J. Kulp

500 108th Ave. NE, Suite 1F3 Bellevue, WA 98004 Additional Location(s)

8862 161st Ave. NE Ste. 108 Redmond, WA 98052

Meet Bryan

Michael Cooney, CRPC®

2700 156th Ave. NE Suite 225 Bellevue, WA 98007

Meet Michael

Kirkland

Fiera N. Brein, AAMS®

120 Central Way Kirkland, WA 98033 Additional Location(s)

400 Urban Plaza, #145 Kirkland, WA 98033

Meet Fiera

Redmond

Adam L. Johnson, AAMS®

8862 161st Ave. NE Ste. 108 Redmond, WA 98052

Meet Adam

Bryan J. Kulp

8862 161st Ave. NE Ste. 108 Redmond, WA 98052 Additional Location(s)

500 108th Ave. NE, Suite 1F3 Bellevue, WA 98004

Meet Bryan

John Babauta, AAMS®

15255 NE 40th St Redmond, WA 98052

Meet John

Kathy Wills, IMC

15255 NE 40th St Redmond, WA 98052

Meet Kathy

Sammamish

Kris West

22620 SE 4th Street, Suite 100 Sammamish, WA 98074

Meet Kris

Seattle

Alex Ward

2201 Westlake Ave., Suite 102 Seattle, WA 98121 Additional Location(s)

555 Terry Ave N Seattle, WA 98109 2700 156th Ave. NE Suite 225 Bellevue, WA 98007

Meet Alex

Virtual Advisor (Restricted Access)

Addison Direct

Virtual Advisor (Restricted Access)

Meet Addison Direct

Answers to your questions, faster

Find a Financial Advisor.

Endry Surjanto

Jeff Alejandro, AIF®, RICP®

Juan Rojas, AAMS®, AIF®

Michael Lipkins, AIF®

Michael McCreary, CFP®, IMC

Nick Sage

Brett Everhart, CFP®

Drake Medeiros

Laura Pedroncelli

David Wood, AWMA®, MBA

Michelle Hylton, RFC®, AWMA®

Mike LaRose, CFP®

Rob Shedd, AIF®

Kristina Meyers, CFP®, MBA

Will Tychsen, AWMA®, AAMS®

Ted Halseth, CFP®, CLU®

Jack Jackson, CFP®, CIMA®, AIF®

Sage Kendall

Shane Serrano, AAMS®, IMC

Joe Sherlock, Associate Financial Advisor, RJFS

John Murphy, Financial Advisor, RJFS

Kimberlee Bouska CFP®, CRPC®, IMC

Kasha McLemore, CFP®, CRPC®, IMC

Michael Lipkins, AIF®

Richard Lee, AAMS®

Todd Harrison, CRPC®

Shannon Graham, IMC

Todd Harrison, CRPC®

Brett Palmquist, AWMA®, CRPC®, CIMA®, IMC

Chad Southworth

Todd Harrison, CRPC®

Shannon Graham, IMC

Todd Harrison, CRPC®

Richard Alan Jones, CFA®

Todd Harrison, CRPC®

Shannon Graham, IMC

Richard Alan Jones, CFA®

Ted Halseth, CFP®, CLU®

Alex Ward

Bryan J. Kulp

Michael Cooney, CRPC®

Fiera N. Brein, AAMS®

Adam L. Johnson, AAMS®

Bryan J. Kulp

John Babauta, AAMS®

Kathy Wills, IMC

Kris West

Alex Ward

Addison Direct