JW
JW

John Grant Woodhead

36 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
549 clients
Average Client Portfolio
$413K average
Assets Under Management
$226.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019

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History

Regulatory History (1)
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Criminal
August 1985
Final Disposition
Other Business Activities

John owns rental property and has for over 10 years, acting as a sole proprietor. He spends a few hours per week on maintenance-related duties.

Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
September 2007 - Present · 18 yrs 5 mos
Alliant Securities, INC. Turner, Nord, KienbaumBroker
January 2004 - Present · 22 yrs 1 mo
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - February 2004 · 1 yr 8 mos
D.A. Davidson & CO.
November 1999 - February 2004 · 4 yrs 3 mos
D.A. Davidson & CO.Broker
October 1999 - February 2004 · 4 yrs 4 mos
Phelps & Woodhead, INC.Broker
May 1989 - January 2000 · 10 yrs 8 mos
State Registrations8 states
AKAZCAIDMTNYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.