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Washington Wealth Management Recruits New Advisor Firm To Platform With $220 Million AuM

Tom Burroughes Group Editor 31 July 2013

Washington Wealth Management Recruits New Advisor Firm To Platform With $220 Million AuM

Washington Wealth Management, which describes itself as an “independent hybrid” Registered Investment Advisor supporting fee and commission-based independent advisor teams, has recruited to its platform Kimball Creek Partners, an independent financial advisory business.

Headquartered in Bellevue, Washington, Kimball Creek Partners, brings approximately $220 million in assets under management, and is primarily focused on the Pacific Northwest region, although it represents clients across the US, according to a statement from Washington Wealth Management.

Prior to co-founding Kimball Creek Partners, both Dean Bennion and Mike Vincent worked at Wachovia/Wells Fargo Advisors for more than a decade. Each served as a senior vice president out of the Seattle office of Wells Fargo.

WWM has offices in San Diego, Los Angeles and Brea, CA; Las Vegas, NV; Seattle, WA; Westport, CT; Middleburg, VA; and Miami, FL.

 

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