Tradewinds Capital Management, LLC

Tradewinds Capital Management, LLC (CRD# 145934) is a financial advisory firm headquartered in Bellingham, WA. They manage $630,289,872 in 3,260 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    3,260
    ACCOUNTS
  • Average Account Value
    $193,340
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, MN, OR, TX, WA, WI

Financial Advisors at Tradewinds Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bryant J. Engebretson
CRD#: 2443248
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
96
Wealthminder
score

Bryant Engebretson (CRD# 2443248) 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. 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.

2
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.

3
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.

4
Daniel A. Lewis
CRD#: 6014257
1847 Nw 195th Street, Shoreline, WA 98177
93
Wealthminder
score

Daniel Lewis (CRD# 6014257) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Shoreline, WA and has over 6 years of experience in the finance industry.

5
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 31 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.

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