Vault Insurance & Investments
Investment Management
16400 Southcenter Parkway
18 employees
- Employees
- 18
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Vault Insurance & Investments Overview
- Headquarters
- 16400 Southcenter Parkway
- Website
- www.choosevault.com
- Industry
- Investment Management
- Employees
- 18
- Founded
- 2007
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Vault Insurance & Investments
Each person has different financial goals and insurance needs. We focus on providing independent, comprehensive investment advisory, and insurance services tailored to fit you. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Vault Insurance & Investments are independent of each other. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees, and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management. Vault Insurance & Investments is not affiliated with or endorsed by the Social Security Administration or any other government agency. Please consult a licensed professional for tax and legal advice, neither Vault Insurance & Investments nor its agents engage in tax or legal advice. The CBDA (certified in blockchain and digital assets) was given on May 11, 2024, by the Digital Assets Council of Financial Professionals. Receipt of such is based upon completing education requirements to receive the advanced certificate of achievement covering the period from May 11, 2024, through May 10, 2025. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Vault Insurance & Investments Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Vault Insurance & Investments Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Ray | Case Manager at Cornerstone Financial | Seattle, Washington, United States |
Email
|
| William Doehne | Promotions Specialist | Enumclaw, Washington, United States |
Email
Phone
|
| Matt Burklund | Owner of Vault Insurance & Investments | Seattle, Washington, United States |
Email
Phone
|
| Harold Johnson | Health Insurance Specialist | Puyallup, Washington, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
| Healthcare | 1 | 1 | 0 |
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