Investment adviser representative · Northwest Quadrant Wealth Management
Kirsten D. Herschleb
CRD 8365648 · Bend, OR
At a glance
Kirsten D. Herschleb is an investment adviser representative with Northwest Quadrant Wealth Management in Bend, OR, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.
Current advisory firm
- Northwest Quadrant Wealth ManagementSince November 2026Bend, OR · $580M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kirsten’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of November 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Northwest Quadrant Wealth Management
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- Chelsea A. MayerBend · Certified Financial Planner
- Tyler C. SimonesBend
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