David Uhlmann is a CFP-designated registered investment advisor at Synergos Advisory, based in Seattle, WA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 10 clients with $3.9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Synergos Advisory offers ongoing financial planning for a fixed monthly fee, ranging from $250 to $1000, billed in arrears. This service includes developing and implementing a financial plan, monitoring its progress, recommending changes, and ensuring it remains up-to-date. The plan covers areas like net worth, cash flow, insurance, retirement, and estate planning. Clients receive a written or electronic report and annual reviews.
Contact
David Uhlmann
Location
1700 Westlake Ave N, Suite 200, Seattle, WA, 98109
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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.
Learn about disclosures →Employment History
Current Registrations
Synergos Advisory
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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
Additional Information
As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. When you partner with Synergos, we provide you with ongoing financial planning, expert guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations.