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RIA / WealthAdvisor12 years in industry

DANIELLE MARIE MEISTER

Advisor at MADRONA FINANCIAL & CPAS

Park City, UT | EVERETT, WA

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Search this name across graphsid dfx:ria:6e829415-169e-46ef-e044-d061d846ebf2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MADRONA FINANCIAL & CPAS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jun 24, 2014
First registration: Jun 30, 2014
Dual registered: no
Other names: DANIELLE MARIE STERN|DANIELLE STERN
IAPD individual key: 6266545

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MADRONA FINANCIAL & CPAS	Independent wealth	May 9, 2022	n/a	yes	Park City, UT\|EVERETT, WA	Current employment
TRAJAN WEALTH, L.L.C.	Independent wealth	Sep 2, 2020	Mar 4, 2022	no	DRAPER, UT\|SCOTTSDALE, AZ	Previous registration
SCOTTSDALE WEALTH ADVISORY LLC	State registered	Jul 17, 2018	Aug 7, 2020	no	Albuquerque, NM\|PARADISE VALLEY, AZ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 7, 2016	Sep 14, 2016	no	ALBUQUERQUE, NM	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Jun 30, 2014	Sep 22, 2015	no	TUCSON, AZ\|ALBUQUERQUE, NM	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRAJAN WEALTH, L.L.C.	MADRONA FINANCIAL & CPAS	Mar 4, 2022	May 9, 2022	66	Firm change	RIA to RIA
SCOTTSDALE WEALTH ADVISORY LLC	TRAJAN WEALTH, L.L.C.	Aug 7, 2020	Sep 2, 2020	26	Firm change	Other
UBS FINANCIAL SERVICES INC.	SCOTTSDALE WEALTH ADVISORY LLC	Sep 14, 2016	Jul 17, 2018	671	Firm change after gap	Wirehouse to state RIA
SECURE INVESTMENT MANAGEMENT, LLC	UBS FINANCIAL SERVICES INC.	Sep 22, 2015	Jan 7, 2016	107	Firm change	Other

Relationships

Registered with (5)

→ MADRONA FINANCIAL & CPASRegistered adviserregistration: current employment
May 9, 2022 to presentfactForm ADV
→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: previous registration
Sep 2, 2020 to Mar 4, 2022factForm ADV
→ SCOTTSDALE WEALTH ADVISORY LLCRegistered adviserregistration: previous registration
Jul 17, 2018 to Aug 7, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 7, 2016 to Sep 14, 2016factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 30, 2014 to Sep 22, 2015factForm ADV

Dated events

Occurred
Mar 4, 2022
Advisor changed firm
Danielle Marie Meister left Trajan Wealth, L.L.C. for Madrona Financial & Cpas (registered 2022-05-09)
Form ADVobserved 6 days ago