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 17 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 23 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 11 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 22 years of experience in the finance industry.

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