Danielle Marie Meister
Investment adviser representative at Madrona Financial & Cpas
11 yearsExperience
3 statesRegistered in
$691.8MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Madrona Financial & CpasMay 2022 to now
- Madrona Financial Services, LLCApr 2022 to now
- Trajan Wealth, LLCSep 2020 to Feb 2022
- Scottsdale Wealth Advisory LLCJun 2018 to Aug 2020
- Kavo KerrSep 2016 to May 2020
- Meister Financial Group, LLCJun 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (TX, UT, WA).
Madrona Financial & Cpas
Legal name: Madrona Financial Services, LLC
$691.8MAssets managed
689Clients
10Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6266545
- Firm CRD
- 115753