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Lee R. Lindberg
FIDUCIARY COUNSELLING | Associate Wealth Advisor
TACOMA, WA 98402
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CRD#: 6552064
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Professional summary
Lee Rachel Lindberg, who also goes by Rachel Lindberg, is a registered financial advisor currently at FIDUCIARY COUNSELLING INC located in Tacoma, Washington.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lee has worked at 5 firms and has passed the Series 65 exam.
Biography
Rachel builds and maintains relationships by working as part of a wealth team to provide comprehensive wealth management plans to clients. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Rachel has a bachelor’s degree in business management and a master’s degree in management and leadership from Western Governors University. She is also a member of the National Society for Leadership & Success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Lindberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Club Advisory Board Southwest Boys and Girls Club; not investment related, Seattle, WA, Board Member, Start date: 08/02/2023, 2 hours per month, 0 hours during trading hours, Work with fellow board members to come up with ideas to bring awareness of and support to the local club.
CRS (Client Relationship Summary) - RIA
Click below to view Lee Rachel Lindberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 31, 2024 - Present
FIDUCIARY COUNSELLING INC
Office #1: 1145 Broadway Plaza Suite 1500, Tacoma, WA 98402RIA
CRD#: 104753
TACOMA, WA
Past
July 18, 2022 - October 7, 2024
MARINER WEALTH
RIA
CRD#: 140195
Seattle, WA
Past
August 2, 2021 - July 5, 2022
BADGLEY PHELPS WEALTH MANAGERS
RIA
CRD#: 315440
Seattle, WA
Past
March 18, 2020 - August 1, 2021
BADGLEY PHELPS WEALTH MANAGERS
RIA
CRD#: 108392
SEATTLE, WA
Past
November 21, 2017 - December 31, 2018
KERWIN-BELEY & ASSOCIATES, INC.
RIA
CRD#: 110492
SEATTLE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC
CRD#: 104753 / SEC#: 801-4158
RIA
Registered Investment Advisory firm - (12/7/1966 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/31/2024)
Current Firm
FC
FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC
CRD#: 104753 / SEC#: 801-4158
RIA
Registered Investment Advisory firm - (12/7/1966 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 East 7th Street, Suite 2000, St Paul, MN 55101-4930
Mailing Address
Phone number
(651) 228-0935
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,721 |
| AUM (Assets Under Management) | $ 9,504,938,311 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 11/20/2024 | ||
| 11/13/2023 | ||
| 10/25/2022 |
Red Flags
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Company Information
FIDUCIARY COUNSELLING INC
Associate Wealth AdvisorCRD#: 104753Tacoma, WA 98402TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
