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Chaney Capital
Distance: 2.2 Mi6226 196th Street Southwest Suite 1A
98036 Lynnwood -
Comprehensive Wealth Management
Distance: 2.7 Mi4100 194th St SW
98036 Lynnwood -
JMR Ventures Inc
Distance: 4.7 Mi23632 Highway 99 Ste F404
98026 Edmonds -
Ivester & Assocs
Distance: 10.8 Mi9703 Sand Pt Way NE
98115 Seattle -
M G Financial
Distance: 12.3 Mi1032 NE 63rd St
98115 Seattle
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Description
Creative solutions require veteran knowledge and experience. For over 25 years, we have confirmed that productivity is the only economic security. Hitting the ball out of the park for each client is the “secret” of our business model. It converts clients to evangelists. Getting people to step back and look at a whole picture is what we are about. I’m Kelly Vaughn, president of WealthStream, LLC. Our firm is independent. That freedom is earned each day. Though we are independent, we are not alone. We have forged alliances with many of the financial industry’s premier financial organizations. 1983 - I graduated from Washington State University with a bachelor degree in International Business, with a minor in Asian Studies, which included a year of studies at Kansai University of Foreign Languages in Osaka Japan. 1993 - I earned the Chartered Life Underwriter designation from The American College, Bryn Mawr, PA. 1999 - I received the Chartered Financial Consultant designation from The American College, Bryn Mawr, PA. I hold Financial Industry Regulatory Authority (FINRA, formerly NASD) Series 7, Series 65 and Series 63 registrations in WA, AZ, CA, ID and OR. I am a Registered Representative through The O.N. Equity Sales Company, Member FINRA / SIPC , One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. I hold a Life, Disability, Property and Casualty Insurance License in Washington and a Life and Disabilty insurance license in Arizona.