Emily Bahr is a registered investment advisor, based in Renton, WA, with 21 years of industry experience.
Location
900 SE 16th St, Suite 110, Renton, WA, 98057
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Regulatory History
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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Emily is a retirement specialist providing educational seminars for Security Benefit and owns 65% of Trident Wealth Planning PLLC, dedicating minimal time to it. She also holds positions in local school and homeowner associations, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations23 states
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