DW
CFP
DW
CFP

Deka Wiebusch

20 Years of Experience
Bellingham, WA

Deka Wiebusch is a CFP-designated registered investment advisor at Skyline Advisors, INC., based in Bellingham, WA, with 20 years of industry experience. Deka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 369 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
369 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$386.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Skyline Advisors offers a wealth management service where investment advice, financial planning, and brokerage services are bundled under one advisory fee. This service is offered through wrap accounts managed according to the client's investment objectives and risk tolerance. Please see the Wrap Fee Program Brochure for more details.

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Location

405 32nd Street, Suite 201, Bellingham, WA, 98225

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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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Employment History
Current Registrations
Skyline Advisors, INC.
May 2015 - Present · 10 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2012 - April 2018 · 5 yrs 8 mos
Fairhaven Financial Advisors, INC.
August 2012 - October 2015 · 3 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Deka Wiebusch - Financial Advisor | TrueAdvisor