MP
CFA
MP
CFA

Michael Putten

5 Years of Experience
Snoqualmie, WA

Michael Putten is a CFA-designated registered investment advisor at Artizan Wealth, based in Snoqualmie, WA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Charitable Giving, Corporate Executives, and 9 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$152K

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Single-tier fee calculation method. Fees are negotiable. Ongoing financial planning and business planning are included at no extra cost.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Snoqualmie, WA

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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
Artizan Wealth
June 2026 - Present · 4 mos
Previous Registrations
Eden Group
September 2020 - September 2021 · 1 yr
Integrity Financial Corporation
May 2019 - September 2020 · 1 yr 4 mos
D.A. Davidson & CO.
June 2016 - April 2019 · 2 yrs 10 mos
D.A. Davidson & CO.Broker
March 2016 - April 2019 · 3 yrs 1 mo
State Registrations1 state
CA
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.
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