Tradewinds Capital Management, LLC

Tradewinds Capital Management, LLC (CRD# 145934) is a financial advisory firm headquartered in Bellingham, WA. They manage $523,698,592 in 2,483 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    2,483
    ACCOUNTS
  • Average Account Value
    $210,914
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, MO, NH, OR, TN, TX, WA

Financial Advisors at Tradewinds Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Bryant J. Engebretson
CRD#: 2443248
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Bryant Engebretson (CRD# 2443248) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 30 years of experience in the finance industry.

2
Kyle B. Jackson
CRD#: 5125808
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Kyle Jackson (CRD# 5125808) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 17 years of experience in the finance industry.

3
Azita L. Simler
CRD#: 4803527
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Azita Simler (CRD# 4803527) 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.

4
Tyson R. Clawson
CRD#: 7684734
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Tyson Clawson (CRD# 7684734) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has 1 year of experience in the finance industry.

5
Donald B. Pence
CRD#: 3028301
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Donald Pence (CRD# 3028301) 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.

6
Justin S. Slagle
CRD#: 7829120
2211 Rimland Drive, Suite 401, Bellingham, WA 98226

Justin Slagle (CRD# 7829120) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has 1 year of experience in the finance industry.

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