Tradewinds Capital Management, LLC

Tradewinds Capital Management, LLC (CRD# 145934) is a financial advisory firm headquartered in Bellingham, WA. They manage $551,407,090 in 2,829 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    551
    MILLION
  • Total Number of Accounts
    2,829
    ACCOUNTS
  • Average Account Value
    $194,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AK, AZ, CA, CO, MN, OR, TX, WA

Financial Advisors at Tradewinds Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kyle B. Jackson
CRD#: 5125808
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
96
Wealthminder
score

Kyle Jackson (CRD# 5125808) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 11 years of experience in the finance industry. Kyle Jackson 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.

2
Mark R. Anderson
CRD#: 2345544
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
93
Wealthminder
score

Mark Anderson (CRD# 2345544) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 24 years of experience in the finance industry.

3
Daniel A. Lewis
CRD#: 6014257
1847 Nw 195th Street, Shoreline, WA 98177
90
Wealthminder
score

Daniel Lewis (CRD# 6014257) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Shoreline, WA and has over 5 years of experience in the finance industry.

4
Ronald L. Cole
CRD#: 1625964
20819 72nd Avenue South, Suite 620, Kent, WA 98032
86
Wealthminder
score

Ronald Cole (CRD# 1625964) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Kent, WA and has over 30 years of experience in the finance industry. Ronald Cole 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.

5
Bryant J. Engebretson
CRD#: 2443248
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
86
Wealthminder
score

Bryant Engebretson (CRD# 2443248) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 23 years of experience in the finance industry. Bryant Engebretson 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.

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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.