Joel Andrew Maher
Investment adviser representative at Madrona Financial & Cpas
15 yearsExperience
2 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
15 years in the industry.
- Madrona Advisory Group, LLCJul 2022 to now
- Madrona Insurance Services, LLCJan 2018 to now
- Madrona Financial & CpasJun 2015 to now
- Bauer Evans, Inc. P.S.Oct 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6592028
- Firm CRD
- 115753