Christie Rooney
DW Investment Solutions · Spokane Valley, Washington
Christie Rooney is a fee-only financial advisor at DW Investment Solutions in Spokane Valley, Washington. DW Investment Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DW Investment Solutions |
|---|---|
| Based in | Spokane Valley, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $111.4M across 113 accounts |
| SEC registration | Investment adviser representative in LA, WA · CRD 5905463 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Christie's firm compares
- DW Investment Solutions's average account is about $986,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Christie
Is Christie Rooney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christie holds no broker registration, and DW Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christie charge for financial advice?
Christie's firm, DW Investment Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christie Rooney based?
Christie Rooney is based in Spokane Valley, Washington.
Is Christie Rooney registered with the SEC?
Yes. Christie Rooney is registered as an investment adviser representative in LA and WA (CRD 5905463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DW Investment Solutions manage?
DW Investment Solutions reports $111.4M across 113 accounts in assets under management.
How do I contact Christie Rooney?
Contact details aren't on file yet. Search for DW Investment Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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