Anna Josephine Inveen
Investment adviser representative at Badgley Phelps Wealth Managers
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Badgley Phelps Wealth ManagersJul 2018 to now
- Badgley Phelps Wealth ManagersFeb 2018 to Jun 2018
- Badgley Phelps Wealth ManagersMay 2017 to Sep 2017
- Seattle Tennis ClubMay 2016 to May 2017
- University of WashingtonSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
5 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
- 7661844
- Firm CRD
- 315440