Northline Wealth Management LLC

Northline Wealth Management LLC (CRD# 150422) is a financial advisory firm headquartered in Bend, OR. They manage $118,546,903 in 437 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $271,274
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, NM, OR, TX, WA

Financial Advisors at Northline Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Katherine A. Hoffmeister
CRD#: 2560270
15 Sw Colorado Avenue, Suite 4, Bend, OR 97702
93
Wealthminder
score

Katherine Hoffmeister (CRD# 2560270) is an Investment Advisor Representative working at Northline Wealth Management LLC in Bend, OR and has over 18 years of experience in the finance industry.

2
John B. Kingery
CRD#: 1504867
15 Sw Colorado Avenue, Suite 4, Bend, OR 97702
93
Wealthminder
score

John Kingery (CRD# 1504867) is an Investment Advisor Representative working at Northline Wealth Management LLC in Bend, OR and has over 24 years of experience in the finance industry.

3
Justin W. Rae
CRD#: 4988051
15 Sw Colorado Avenue, Suite 4, Bend, OR 97702
93
Wealthminder
score

Justin Rae (CRD# 4988051) is an Investment Advisor Representative working at Northline Wealth Management LLC in Bend, OR and has over 12 years of experience in the finance industry.

4
Jeffrey E. Stuermer
CRD#: 2518255
15 Sw Colorado Avenue, Suite 4, Bend, OR 97702
83
Wealthminder
score

Jeffrey Stuermer (CRD# 2518255) is an Investment Advisor Representative working at Northline Wealth Management LLC in Bend, OR and has over 23 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.