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 7 states (or territories).

Current Firm Details
11100 Ne 8th St, Suite 400, Bellevue, WA 98004
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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.

AZ, CA, IA, MA, MT, OR, WA

Financial Advisors at Berntson Porter Wealth Management, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Jeffrey Reed, financial advisor Emigrant MT
Jeffrey T. Reed
CRD#: 5524927
2786 Highway 89 South, Emigrant, MT 59027

Jeffrey Reed (CRD# 5524927) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Emigrant, MT and has over 15 years of experience in the finance industry.

12
Michael Schmidt, financial advisor Bellevue WA
Michael A. Schmidt
CRD#: 5546576
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Michael Schmidt (CRD# 5546576) 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.

13
Kim Tennican, financial advisor Bellevue WA
Kim M. Tennican
CRD#: 4525799
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Kim Tennican (CRD# 4525799) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 21 years of experience in the finance industry.

14
Allan Vanderhamm, financial advisor Bellevue WA
Allan C. Vanderhamm
CRD#: 5569843
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Allan Vanderhamm (CRD# 5569843) 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.

15
Matthew Goodwin, financial advisor Bellevue WA
Matthew E. Goodwin
CRD#: 7554074
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Matthew Goodwin (CRD# 7554074) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Matthew Goodwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

16
Steven Peterson, financial advisor Bellevue WA
Steven F. Peterson
CRD#: 7319685
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Steven Peterson (CRD# 7319685) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

17
David Rogiers, financial advisor Bellevue WA
David A. Rogiers
CRD#: 7317678
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

David Rogiers (CRD# 7317678) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

18
Nicole Wright, financial advisor Bellevue WA
Nicole M. Wright
CRD#: 7206735
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Nicole Wright (CRD# 7206735) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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