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Stacey Ann Mishler

Elevate your financial serenity

Ridgeline Wealth Advisors

Port Angeles

WA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ridgeline Wealth Advisors, LLC 3 years, 4 months Jul 2015 - Present
Thrivent Financial 1 month May 2015 - Jun 2015
Thrivent Investment Management Inc. 1 month May 2015 - Jun 2015
Hallett & Associates, P.S 7 years, 2 months Feb 2008 - Apr 2015

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Stacey Mishler

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Answers

Ask a financial questionAsk a question
Retirement Benefits for my Aunt?
Most companies offer retirement programs that require employee contributions or elections. It is possible that your aunt elected not to participate or that she did not qualify for some reason. She could contact Motorola to find out where to get more information about benefits or claim processes. Ano...  (more)
Answered Nov 2017
How can i find out about my old 401k that i'm no longer working for the company?
You should have a statement from the investment company so you can call that company to get information on your account. If you don't have a statement then call the company you used to work for and talk to HR to get contact information for the 401k provider....  (more)
Answered Aug 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 19, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Ridgeline Wealth Advisors

    Last updated on Aug. 17, 2017
      • $21.3K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 6
        Accounts
      • $3.5K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements