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Nicholas Conrad Smelser

Investment Adviser Representative at Madrona Financial & CPAS

Kirkland, WACRD #7065733Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas Conrad Smelser is an investment adviser representative with Madrona Financial & CPAS in Kirkland, WA, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Office

3933 Lake Washington Blvd Ne, Suite 350
Kirkland, WA 98033

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/12/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Madrona Financial & CPASCurrent
2/13/2021 – Kirkland, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE ZZU BAR & Grill
    Sep 2016 – Mar 2017Pullman, WA
  2. Staff PRO
    Sep 2016 – Apr 2018Pullman, WA
  3. Union Market
    Aug 2017 – May 2018Pullman, WA
  4. Washington State University
    Jan 2018 – Mar 2018Pullman, WA
  5. PAPA Murphy's Pizza
    Mar 2018 – May 2018Pullman, WA
  6. Madrona Financial Services, LLC
    Jun 2018 – no end date reportedEverett, WA
  7. Washington State University
    Aug 2016 – May 2018Pullman, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Madrona Financial & CPAS

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
6
Main office:
Everett, WA
SEC file number:
801-63693

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 8, 2026

View full firm profile

Other advisors at Madrona Financial & CPAS

8 other advisors in the directory

View Madrona Financial & CPAS firm profile

Similar advisors in Kirkland, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Conrad Smelser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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