BC
BC

Belle Marie Crause

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

15406 Meridian St E, Suite 205, Puyallup, WA, 98375

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Belle is co-owner of Mission Focused Financial, LLC, an insurance agency providing life, health, annuity, and estate planning products, dedicating about a quarter of her time. She is also co-owner of Mission Focused Capital Management, LLC, a DBA for her securities business, which is a full-time commitment.

Employment History
Current Registrations
Integrity Advisory Solutions
August 2023 - Present · 2 yrs 6 mos
State Registrations2 states
COWA
Advisor
Exams
No exam information available for this advisor.