Comprehensive Wealth Management

Chase Ferderer is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Independent Financial Group, Ameriprise Financial Services, Orswell Events, and Foresters Financial Services. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a Direct Indexing option to manage assets on a householded basis, providing ongoing monitoring, reporting, and occasional non-securities advice.

Sophie Thilenius is a financial advisor at Comprehensive Wealth Management with five years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Moneta, and Saturna Capital Corporation. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm uses proprietary model suites and data-driven tactical allocations, offering services such as Direct Indexing and ongoing portfolio monitoring.

Kris Muhlestein is a financial advisor at Comprehensive Wealth Management in Lynnwood, WA, with 16 years of industry experience. He holds a Series 65 designation and has been associated with both Geneos Wealth Management and Comprehensive Wealth Management since 2009. Outside of his advisory role, he is involved with Muhlestein Sculpture Inc. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a variety of investment strategies, including Direct Indexing, and manages client assets on a householded basis with ongoing monitoring and reporting.

Morgan Arford is a financial advisor at Comprehensive Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Comprehensive Wealth Management since 2001, also working with Independent Financial Group since 2013. Arford serves as Chief Investment Officer at Comprehensive Wealth Management and is involved with a company used for charitable giving. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, and retirement accounts. The firm utilizes proprietary model suites and data-driven tactical allocations, offering customized investment strategies that include ETFs, mutual funds, and a Direct Indexing option implemented through unaffiliated sub-advisors.

Jordan Tuchek is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Saturna Capital and Integrity Financial Corporation before joining Comprehensive Wealth Management and Independent Financial Group. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and data-driven tactical allocations, delivering ongoing monitoring and reporting while occasionally providing non-securities advice.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.