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 8 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berntson Porter Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Mary Actor, financial advisor Bellevue WA
Mary F. Actor
CRD#: 5544516
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Mary Actor (CRD# 5544516) 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.

2
Robert Berntson, financial advisor Bellevue WA
Robert R. Berntson
CRD#: 4469415
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Robert Berntson (CRD# 4469415) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

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

David Berthon (CRD# 5686758) 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.

4
Eric Curtiss, financial advisor Bellevue WA
Eric M. Curtiss
CRD#: 6106133
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Eric Curtiss (CRD# 6106133) 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
Richard Degroot, financial advisor Bellevue WA
Richard J. Degroot
CRD#: 4525927
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Richard Degroot (CRD# 4525927) 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.

6
Norman Haugen, financial advisor Bellevue WA
Norman Haugen
CRD#: 4525792
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Norman Haugen (CRD# 4525792) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

7
Stein Larsen, financial advisor Bellevue WA
Stein F. Larsen
CRD#: 4525794
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Stein Larsen (CRD# 4525794) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

8
John Launceford, financial advisor Bellevue WA
John T. Launceford
CRD#: 4469419
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

John Launceford (CRD# 4469419) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

9
Jennifer Lilly, financial advisor Bellevue WA
Jennifer A. Lilly
CRD#: 5547129
11100 Ne 8th St, Suite 400, Bellevue, WA 98004

Jennifer Lilly (CRD# 5547129) 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
Gregory Porter, financial advisor Bellevue WA
Gregory S. Porter
CRD#: 4469414
11100 Ne 8th St Ste 400, Bellevue, WA 98004

Gregory Porter (CRD# 4469414) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 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.

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