Colleen Goertz › F-1
Colleen Goertz: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2023-05-06 – 2024-05-05
- Filed
- 2024-05-19
- Office
- Candidate for County Charter Review Commissioner, Whatcom County
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Edward Jones Blaine, WA | FINANCIAL ADVISOR | Spouse | $500,000–$749,999 |
| Jones Financial Companies, L.L.L.P. St Louis, MO | limited partnership | Spouse | $30,000–$59,999 |
Accounts and investments 7
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Washington Federal | Checking | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Protective | Life | Spouse | $60,000–$99,999 |
| Edward Jones Retirement Plan | 401K/profit sharing | Spouse | $1,000,000 or more |
| joint brokerage | Amazon AMZN | Filer, Spouse | $0–$29,999 |
| Ford F | $0–$29,999 income $0–$29,999 | ||
| Monolithic Power Systems MPWR | $0–$29,999 income $0–$29,999 | ||
| Edward Jones | Tax Free Bonds | Filer, Spouse | $0–$29,999 |
| Mutual Funds | $100,000–$199,999 income $0–$29,999 | ||
| Edward Jones | IRA | Spouse | $200,000–$499,999 |
| Edward Jones | IRA | Filer | $100,000–$199,999 |
Real estate 3
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Blaine | Filer, Spouse | $1,000,000 or more | Chase ($500,000–$749,999); Whatcom Educational Credit Union ($100,000–$199,999) |
| Sumas | Filer, Spouse | $500,000–$749,999 | — |
| Blaine · bought this period | Filer, Spouse | $100,000–$199,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.