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 8 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 15 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 7 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 10 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 14 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 14 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 15 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 8 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 15 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 8 years of experience in the finance industry.

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