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portrait of Karley Schluter
FINANCIAL ADVISOR

Karley Schluter

CFP®
12001 Pacific Ave S Suite 202, Tacoma, WA 98444opens in a new window
Accepting New Clients
CallSend Me a Message

About Karley

The driving force to why I became a financial advisor is the same reason today as it was ten years ago. Helping to solve the world's problems, one family at a time. I have always had a passion for educating new as well as experienced investors and continue to do so through financial classes. After completing my two-year degree at Skagit Valley Community College through the high school Running Start program, I completed my business degree at Spring Arbor University in Michigan. Michigan is beautiful but the Pacific Northwest is my home and where my family belongs. My husband, Derek,...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • New Investors
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Spring Arbor UniversityBachelors

Personal Interests

  • Hiking
  • Tennis
  • Spending Time with Family

Team Members

  • Nia Thomas
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 01:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(253) 212-1920

Fax

(888) 397-8229

Office Address

12001 Pacific Ave S Suite 202
Tacoma, WA 98444opens in a new window

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