Berntson Porter Wealth Management, LLC

Berntson Porter Wealth Management, LLC (CRD# 116276) is a financial advisory firm headquartered in Bellevue, WA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, WA

Financial Advisors at Berntson Porter Wealth Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Mary F. Actor
CRD#: 5544516
11100 Ne 8th St, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

Mary Actor (CRD# 5544516) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.

2
Robert R. Berntson
CRD#: 4469415
11100 Ne 8th St Ste 400, Bellevue, WA 98004
93
Wealthminder
score

Robert Berntson (CRD# 4469415) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 16 years of experience in the finance industry.

3
David P. Berthon
CRD#: 5686758
11100 Ne 8th St, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

David Berthon (CRD# 5686758) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

4
Richard M. Fisher
CRD#: 5241561
11100 Ne 8th St, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

Richard Fisher (CRD# 5241561) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

5
Norman Haugen
CRD#: 4525792
11100 Ne 8th St Ste 400, Bellevue, WA 98004
93
Wealthminder
score

Norman Haugen (CRD# 4525792) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 15 years of experience in the finance industry.

6
Stein F. Larsen
CRD#: 4525794
11100 Ne 8th St Ste 400, Bellevue, WA 98004
93
Wealthminder
score

Stein Larsen (CRD# 4525794) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 15 years of experience in the finance industry.

7
John T. Launceford
CRD#: 4469419
11100 Ne 8th St Ste 400, Bellevue, WA 98004
93
Wealthminder
score

John Launceford (CRD# 4469419) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 16 years of experience in the finance industry.

8
Lillyjennifer A. Lilly
CRD#: 5547129
11100 Ne 8th St, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

Lillyjennifer Lilly (CRD# 5547129) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.

9
Gregory S. Porter
CRD#: 4469414
11100 Ne 8th St Ste 400, Bellevue, WA 98004
93
Wealthminder
score

Gregory Porter (CRD# 4469414) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 16 years of experience in the finance industry.

10
Jeffrey T. Reed
CRD#: 5524927
Sammamish, WA
93
Wealthminder
score

Jeffrey Reed (CRD# 5524927) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Sammamish, WA and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.