Owner · Progressive Investment Management Corporation
Carsten M. Henningsen
CRD 1571524 · Named on Form ADV at one SEC-registered adviser
At a glance
Progressive Investment Management Corporation, an SEC-registered wealth manager based in Lake Oswego, OR with $758 million in regulatory assets, lists Carsten M. Henningsen on its Form ADV as Owner, a control person.
Firms and roles
- Progressive Investment Management CorporationOwnerWealth manager · Lake Oswego, OR · $758M in regulatory assets
AtlasMembers
Carsten’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bryceson R. CharltonDirector of Investments, Investment Advisor, Progressive Investment Management Corporation
- Amanda S. PlyleyChief Compliance Officer, Director of Operations, Progressive Investment Management Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carsten’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.