WILLARD M BOLLENBACH IV, CFA

Overview

WILLARD M BOLLENBACH IV is an investment adviser representative based in Bainbridge Island, WA, with 11 years in the industry.

Years in the industry

11

States registered

1

Exams passed

1

Current firms

1

Contact

1 phone number on file

Registrations and licenses

• Registered in 1 state

• Series 63

Every state, with registration and license dates

Firms

• Agate Pass Investment, LLCCurrent firm

Employment history since 2025

Book and practice

Firm assets under management on file