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Trustee / Owner · Progressive Investment Management Corporation

Elizabeth A. Henningsen

CRD 7205495 · 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 Elizabeth A. Henningsen on its Form ADV as Trustee / Owner, a control person.

Firms and roles

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Elizabeth’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Carsten M. HenningsenOwner, Progressive Investment Management Corporation
  • 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 Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.